Why Bond Yields Are Surging Around the World
Sam Goldfarb The Wall Street Journal January 13th, 2025 Government-bond yields have surged across the developed world in recent weeks, jarring stocks and pressuring indebted countries. The worldwide bond rout threatens to complicate the efforts of central banks that have been cutting short-term interest rates. Rate cuts aim to lower borrowing costs for consumers and […]
The Secrets of the Man Who Made Nvidia the World’s Most Valuable Company
Ben Cohen December 9th, 2024 The Wallstreet Journal Every morning, the man who built one of the world’s most valuable companies scrolls through his inbox and looks at 100 of the most important emails that he’ll see all day. And on Sunday nights, he pours himself a glass of his favorite Scotch and reads even […]
China’s Economy Is Burdened by Years of Excess. Here’s How Bad It Really Is.
Jason Douglas and Ming Li The Wall Street Journal January 1st, 2025 China’s go-go days are behind it as the world’s second-largest economy struggles with the bursting of the biggest real-estate bubble ever. Now, China’s goal of overtaking the U.S. as the world’s largest economy might take decades longer than Beijing expected—if it happens at […]
Earnings growth can help stave off stock market valuation concerns in 2025, ETF firms say
Jesse Pound CNBC December 17th, 2024 Market strategists at major ETF firms are optimistic about the stock market rally continuing in 2025, expecting large tech stocks to keep generating solid earnings and stave off valuation concerns in the near term. “We anticipate that US Large Cap equity can maintain its structural advantage over developed markets […]
Big Oil wants to help Big Tech power artificial intelligence data centers
Spencer Kimball CNBC December 15th, 2024 Exxon Mobil and Chevron are jumping into the race to power artificial intelligence data centers, as the two oil majors bet tech companies will ultimately turn to natural gas to meet their tremendous energy needs. Exxon unveiled plans this week to build a natural gas plant to power a data center. […]
Trump 2.0 Flatter and Fatter Distribution Outcome
Donald Trump’s First Term Accomplishments versus Second Term Opportunities: Less Levers to Pull Christopher Combs Chief Capital Market Strategist Silicon Valley Capital Partners Donald Trump’s second term as President of the United States begins under markedly different economic conditions than his first. The economic backdrop of January 2017 offered distinct advantages compared to January 2025, […]
How China is setting up shop in Mexico
Christine Murray, Nassos Stylianou, Irene de la Torre Arenas, and Dan Clark Financial Times December 15, 2024 On a recent Friday morning in Alianza Industrial Park, dust billowed up as diggers and lorries cleared land near a site for Chinese tyre maker ZC Rubber. A crane was poised to lift material for lithium and lead […]
US Services Activity Expands by Most in More Than Three Years
Vince Golle Bloomberg December 16, 2024 Activity at US service providers is expanding at the fastest pace since October 2021, providing momentum for the economy even as the downturn in manufacturing worsens. The S&P Global flash December index for service providers increased to 58.5 from 56.1. A figure exceeding 50 indicates expansion. The group’s composite […]
A Quarter of Your Retirement Fund Just Isn’t Keeping Up
Ben Eisen Wall Street Journal November 28, 2024 U.S. stocks have been euphoric lately—and they’ve left international stocks in the dust. The longtime performance gap between the two is widening. Since the end of 2009, an MSCI index tracking equities outside the U.S. has only topped the S&P 500 in two years, according to Dow […]
Does the European Union Unfairly Benefit from the United States’ Productivity and Output?
Christopher Combs Silicon Valley Capital Partners November 14, 2024 Historical Reasons for U.S. and E.U. Tariff Differences and Their Fairness Today The disparity in tariffs between the United States and the European Union has roots dating back to the post-World War II era. At that time, the U.S. was a dominant economic power and sought […]