Finance · 05/07/2025

Goldman Sachs predicts the Federal Reserve will hold rates steady in May but may cut rates in July due to tariff impacts. The Fed's threshold for rate cuts is high, requiring clear evidence of economic slowdown. The impact of tariffs on the job market could be crucial. Investors should pay close attention to summer economic data and adjust their investment strategies accordingly.

Finance · 08/06/2025

The US stock market has plunged due to poor employment data and geopolitical tensions, raising concerns about Trump's policies. The Dow Jones index has been in consecutive decline, with rising unemployment rates and the impact of high tariffs leading investors to adopt a pessimistic outlook on the economic future. Going forward, the direction of the dollar policy and international situations will be critical considerations for investors.

Finance · 08/20/2025

This paper delves into the crucial role of strategic metals like lithium, nickel, and copper in the global energy transition, highlighting the significance of rare earth elements and gallium in high-tech industries. It also analyzes the sources of precious metals, the industrial status of aluminum and iron, and forecasts future trends in mineral resources. The aim is to provide a comprehensive understanding of the value and future prospects of strategic metals in a rapidly changing world, particularly concerning their application in sustainable technologies and emerging economies.

Finance · 11/07/2024

After Trump's return to the presidency, the global economy and monetary policy face dual challenges. His high tariffs and tax cut promises could lead to rising inflation in the U.S. and limit the room for interest rate cuts by global central banks. Officials from various central banks have started to take measures to address the impending challenges, particularly in emerging markets, where adjustments in monetary policy are imperative.

Finance · 07/24/2025

This article provides an in-depth analysis of the internal disagreements within the Federal Reserve regarding interest rate cuts and their market impacts. San Francisco Fed President Daly favors a cut in the fall, while Waller supports a July cut. Goolsbee emphasizes the risk of inflation due to Trump's high tariffs. The market reacts sharply, with Taiwan's stocks suffering. Investors should adjust their strategies in response to economic data and market trends.

Finance · 04/09/2025

Amid tariff policy uncertainties, Walmart has delayed releasing its Q1 operating income forecast but maintained its sales growth expectations. The company emphasizes a flexible approach to navigate these challenges, keeping its full-year financial outlook unchanged. Facing market fluctuations, Walmart will continue to innovate, focusing on value-driven strategies to solidify its leading position in the retail industry. Long-term value prospects remain promising despite the current headwinds. The company is prioritizing adaptability and responsiveness to mitigate potential negative impacts from tariffs.

Finance · 07/23/2025

U.S. Treasury Secretary Janet Yellen will travel to Sweden to meet with Chinese officials to discuss issues including the extension of tariffs on Chinese goods. The talks will also cover China's overcapacity, energy imports, and its role in the Ukraine crisis. This meeting aims to solidify the achievements of previous negotiations and explore the future direction of US-China trade relations. The outcome of these discussions holds significant importance for global economic stability and could influence future trade policies between the two nations.

Finance · 06/27/2025

World Trade Organization data showing accelerated global trade growth is actually driven by 'front-loading' behavior from companies circumventing Trump's tariffs, masking underlying concerns about declining export orders. While air and sea transport benefit, this 'rush-then-recede' pattern could lead to a future cliff-like drop in trade volume, highlighting the distortion of global supply chains caused by the trade war. Businesses need to respond calmly and adjust their strategies accordingly to navigate the uncertainty and potential disruptions ahead.

Finance · 04/30/2025

US tariffs on China have caused a sharp decline in Chinese cargo volume to the US, impacting the US port economy. Shipping companies are reducing capacity, potentially leading to product shortages and price increases. Businesses should diversify their supply chains, optimize inventory management, and strengthen risk assessments to navigate the uncertainty. The reduced cargo flow is creating economic challenges for ports reliant on trade with China, highlighting the interconnectedness of the global economy and the vulnerability of supply chains to geopolitical tensions.

Finance · 05/26/2025

Former US President Trump agreed to extend tariff negotiations with the EU until July 9th, temporarily averting the risk of escalating trade tensions. Trump had previously threatened to impose high tariffs on EU goods. This extension could provide more time for both sides to reach an agreement, or it could be a negotiating tactic. The future of US-EU trade relations will have a significant impact on the global economy. The extension offers a brief respite but the underlying issues remain unresolved, and the potential for future disputes persists.

Finance · 05/14/2025

Tesla is restarting its Chinese component supply chain to accelerate the mass production of Cybercab robotaxis and Semi electric trucks. The easing of US-China trade relations is a key factor, but policy risks remain. Cybercab aims to reshape urban mobility, while Semi targets commercial transportation transformation. High tariffs previously impacted Tesla, making supply chain optimization crucial for improving its financial performance and market competitiveness. This move signifies Tesla's commitment to expanding its product line and solidifying its position in the electric vehicle market despite ongoing geopolitical uncertainties.

Finance · 04/17/2025

Fluctuating US tariff policies pose significant challenges for Vietnamese exporters, causing disruptions in production plans and order instability. Businesses face difficulties such as layoffs, downsizing, and even investment suspensions. Electronic giants like Samsung and LG are also adjusting their production strategies. Faced with uncertainty, Vietnamese exporters are striving to find solutions, with diversification becoming a key strategy to navigate the challenges and mitigate risks associated with the evolving trade landscape.

Finance · 08/13/2025

Amidst the uncertainty of Trump's tariff policies, the Taiwan stock market is experiencing volatility. Analyst Chen Hsueh Chin suggests that opportunities lie within the crisis, urging investors to focus on structural opportunities such as stocks benefiting from the Ukraine-Russia reconstruction, low-base turnaround stocks, and emerging technology concept stocks. TSMC's increased investment in the US and the rising annual line support the long-term positive outlook for the Taiwan stock market. Attention should be paid to NVIDIA's GTC conference and the progress of tariff issues, which may lead to a comeback.