EWT News and Press, iShares Inc MSCI Taiwan From 12/14/21

We’ve been living through 2-4+ years of incredible market trends and unprecedented global central bank efforts to support and contain market risks. Global markets, particularly China/Asia, are already in the midst of a massive speculative deleveraging event. 2022 and 2023 a...

China held an important meeting last week, setting the direction for economic policy in 2022. Stability is the key. Though stability will be the key for 2022, the government has to continue to work for the targets set for the 14th Five-Year plan. The most important element of which is...

Global economic growth will be slower but still above trend in 2022. This forecast should allow equities to outperform bonds. Inflation has yet to peak, but it will likely decline over the year and as a result any central bank tightening will be modest. 2021 was a year of rebound ...

The US Census Bureau today reported that US imports of goods and services reached a record monthly high of $290.7 billion in October 2021. China’s GAC says imports into that country continue to rise at a seemingly decent rate, up a sizzling 31.7% year-over-year in October. ...

Our equities markets seem to be gradually ebbing. While Treasuries have rallied, this has not been the case for our other credit markets. On the inflation front, we are now at a three-decade high, according to the Associated Press. With valuations at current levels, and with v...

The past week has been dominated by Omicron news as we all try to piece together the limited information we have and determine what it all means for the coming months. The RBA and BoC both hold meetings next week and will likely be armed with little more information than OPEC+ had on ...

Worldwide manufacturing output growth remained subdued in November as ongoing near-record supply shortages were accompanied by a slowing of demand growth. When analysing the survey data, it is important to bear in mind that the headline PMI is a blend of five survey gauges and to get ...

China’s headline activity gauges moved back to expansion territory in November, adding weight to an argument that the growth momentum is stabilizing after being hit by a rather long list of adverse factors. Even though the headline PMIs beat expectations, weaknesses abound. Chi...

We may not know what the newest COVID variant holds, but it may not actually matter. The economy is already questionable and has been more and more for quite some time already. In other words, the issue at hand isn’t necessarily omicron nor really a “growth scare”...

For investors, the Bureau of Labor Statistics’ latest inflation report may raise feelings of déjà vu and concerns about economies, and subsequently markets, being stuck in their own time warp; a return to the inflationary 1970s. Organic demand growth in terms of new d...