The Macro Blog
Our most recent publications:
TSMC and UMC activate water-supply plans as reservoirs face depletion in 60 days… But no inflation there…
And for Powell, no sign of inflation in the disruption of the Global Supply Chain... Everyone is focus on which asset to buy fitting Climate Change strategies, but investors should be attention to the liabilities... Water quality "is extremely critical to chip...
Australia sovereign wealth fund chief warns of stock market ‘clean-out’
Interesting comments after the feel-good speech of Powell, yesterday... Powell says may take more than three years to hit Fed's inflation goal. ... The Fed has said it will not raise interest rates until inflation has exceeded 2% ... I wrote about my concerns...
And Powell Said…. Not good for Bitcoin and the FED is Everything!
The speech of today was far more interesting than the previous one!!!! Some real important comments : 1 - He said this will be the year in which the FED engages with public on Digital Dollar!!! Exactly as expected and shared in our previous Global Macro Insight. The...
Cold War 2.0 is starting : US and allies to build ‘China-free’ tech supply chain
As mentioned in previous Global Macro Insight, A new Cold War is engaged between the USA and China. The global supply chain will have to digest it and inflation is nesting in this environment. U.S. President Joe Biden is set to sign an executive order as early as this...
Taiwan Sounds Warning on Currency as Exports Soar on Chip Demand : the new Oil
Overseas demand for chips used in smartphones, artificial intelligence and high-performance computing has helped fuel an appreciation of more than 7% in the Taiwan dollar versus the greenback over the past 12 months, even as the central bank worked to slow gains. The...
Reality Check engaged! U.K. Plans Business Tax Hike to Pay for Covid
U.K. Chancellor of the Exchequer Rishi Sunak will announce plans to increase corporation tax when he delivers his budget next month, the Sunday Times reported. The current 19% rate will be raised by at least 1 percentage point initially this fall, the newspaper said,...
Climate Change : Gas Traders Pleaded for Cash… Margin Call Effect… Watch out the MOVE!!!!
But on Saturday, traders in the relatively small and obscure world that is the physical gas market were singularly focused on one very big problem: exchanges were demanding more collateral because of the volatility. Some traders looking to raise more collateral...
Things are MOVE(ing)… Too Much a Good Thing?
This was the title of my last Global Macro Insight. Here some quotes : "The title of course refers to the MOVE Index (the VIX of US Treasury bonds). The first graph that your scribe wishes to share this morning concerns the concomitance of the rise in the balance...
House panel unveils $1.9T relief package… Next week will be THE week for financial Markets
House Democrats on Friday unveiled a gargantuan $1.9 trillion coronavirus relief package, the first step of codifying the proposal crafted by President Biden’s administration. Yellen is in the backstop and wants a really big plan. She is sitting on $1.5tn of...
Japan’s hydrogen fueling network expands to gas stations
GATE ADVISORY is specialized in innovative thematic, not only in their characterization but also we are innovative in the asset and sector allocation process. Hydrogen is a special thematic for the founder of GATE Advisory. He is Aeronautical Engineer and the...
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