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Chun09
Chun09

579 Followers

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1 hour ago

JUN 05. Do they really need OPEC?

It seems like Saudi Arabia has decided to cut down their oil production by 1 million barrel over the weekend. Big question came out this point, not OPEC? Only Saudi Arabia? Poor macro numbers of USA and EU’s are all indicating that higher interest rate and tightening the money could…

Stock Market

4 min read

JUN 05. Do they really need OPEC?
JUN 05. Do they really need OPEC?
Stock Market

4 min read


4 days ago

JUN 01. China, USA, EU…all not that good…

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…

Stock Market

3 min read

JUN 01. China, USA, EU…all not that good…
JUN 01. China, USA, EU…all not that good…
Stock Market

3 min read


5 days ago

MAY 31. Cargill, exit from China?

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.

Stock Market

4 min read

MAY 31. Cargill, exit from China?
MAY 31. Cargill, exit from China?
Stock Market

4 min read


6 days ago

MAY 30. Why Chinese stock markets collapsed?

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…

Stock Market

3 min read

MAY 30. Why Chinese stock markets collapsed?
MAY 30. Why Chinese stock markets collapsed?
Stock Market

3 min read


May 25

MAY 25. NVIDIA can be the center of AI industry?

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…

Stock Market

4 min read

MAY 25. NVIDIA can be the center of AI industry?
MAY 25. NVIDIA can be the center of AI industry?
Stock Market

4 min read


May 24

MAY 24. USA is losing hegemoni…

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…

Stock Market

4 min read

MAY 24. USA is losing hegemoni…
MAY 24. USA is losing hegemoni…
Stock Market

4 min read


May 24

MAY 23. Another war between US and China…

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…

Stock Market

3 min read

MAY 23. Another war between US and China…
MAY 23. Another war between US and China…
Stock Market

3 min read


May 20

MAY 19. What G7 can do about Russia and China?

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. …

Stock Market

4 min read

MAY 19. What G7 can do about Russia and China?
MAY 19. What G7 can do about Russia and China?
Stock Market

4 min read


May 18

MAY 18. Can Japan discharge radiation contaminated water into Pacific Sea? Because they were the first atomic bomb victim?

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. …

Stock Market

4 min read

MAY 18. Can Japan discharge radiation contaminated water into Pacific Sea?
MAY 18. Can Japan discharge radiation contaminated water into Pacific Sea?
Stock Market

4 min read


May 17

MAY 17. Some risks have weakened

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. …

Stock Market

3 min read

MAY 17. Some risks have weakened
MAY 17. Some risks have weakened
Stock Market

3 min read

Chun09

Chun09

579 Followers

Trying every day, engraving what we’ve been through

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