Indonesia Remains World’s Worst as China Hits Bear Territory
Almost all Asian markets are in the red, with many of the year’s top performers the major laggards.
‘The Google of China’ Suddenly Looks Like a Great Deal
Here’s why I’m adding this once favorite name to my portfolio and why you might consider the same.
Import Prices Jump as AI-Related Costs Rise the Most Since 1987
Fuel prices rebounded and nonfuel import prices hit their highest annual rate since April 2022, with semiconductor prices posting an eighth straight record year-over-year gain.
Here’s Why the Simple Explanation for the Chip Selloff Makes No Sense
Chip stocks have sold down hard in the last couple of days. While Chinese competition is often cited as the motive, that’s a simplification that doesn’t add up.
What’s Next for Asian Stocks as Year Ends?
There was a sharp turnaround in Asia’s top-performing sector in Q3. Here’s why that’s unlikely to last.
Another Trump-Xi Meeting Disappoints, Though China Can Claim Win
Investors have little to cheer about after five summits between the leaders.
Taking Stock of China Meeting, Treasuries and Energy
It seems that lately every meeting with China follows with this scenario. Also, my take on the TLT and LQD funds.
Iran Breakthrough?
The markets appeared to make a U-turn for the better on Thursday on potential progress with Tehran. Also, where’s the beef with the China summit?
Following Tariff Truce Update, Investors Can Expect More From Trump-Xi Summit
We’ve already got a market-relevant impact on tariffs, but what are the other main points of contention as the “G2” gather?
Anatomy of a Bond Market Selloff
Let’s break down what’s happening with bonds and how things unfolded Wednesday. Plus, two items from the ‘What the Heck’ department.