New month started and global markets are looking for a different direction. US House of Representatives have passed their debt ceiling extension as expected. USA’s macro numbers in manufacturing was not that good at all as expected. US FED, once again, mentioned that they might not raise the rate in…

As expected, Chinese macro numbers were not good at all in May and it may not good later this year as well. USA’ PMI number was not good either in May. We’re in the real recession cycle. China’s Manufacturing PMI in May was 48.8 points, mostly estimated around 49.2 points.

Biden and McCarthy have agreed on US Debt ceiling issue over the weekend but need to wait for the Congress vote. Chinese stock markets were collapsed with another possible economic macro retreat in May. USA’s consumer confidence index was the lowest in 6 months, consumers’ 12-month inflation expectations dipped to…

It seems like China is focusing on chips and EV but USA is more focusing on AI now. It will be another war between these two great powers, and it might develop into the new types of cultural war. What kind of knowledges and learning process would take for AI?These…

US politicians failed to make progress on US debt ceiling issue, meantime, China and Russia have signed on bunch of more economical bonds between two countries, Congo decided to give more portions of Copper and Cobalt to China. Two great countries are making noises everywhere. USA is becoming outcast fast…

It looks like another SEMI-CONDUCTOR war have started again between US and China. China have banned ‘MICRON’ chips and US is going to make another black list of Chinese IT companies. China have confirmed that G6 or anyone in the world, could say any NASTY things anymore… That’s why they’ve…

There were some changes but mostly expected and global markets have moved as expected. US debt ceiling talk halted today between two political parties as expected. Politicians are not easy people to deal with anyway and they need any kind of attention every time. …

G7 meeting have started at Hiroshima in Japan. They will talk about a lot of agendas. They need to talk about unpredictable Russians and their war, how to stop. They need to talk about new forms of global economic structures, including how to deal with China. …

Let’s see what happened today. A lot of big things have happened. Russia have agreed on extending the Black Sea Grain Exports Program today. It seems like Biden and Republicans have agreed on USA’s debt ceiling issue today. …