Tslaaftermarket

Tslaaftermarket

    • In the last essay, I told

      In the last essay, I told you that under the Trump administration, inflation could be an unexpected surprise. This is the second annual outlook, and this time we’re going to take a look at the so-called “Trump Trade” that has pushed the world toward a stronger dollar / higher U.S. stock prices / higher interest…

      1월 17, 2025
    • One of the biggest issues of the year

      One of the biggest issues of the year is the Trump administration’s tariffs. First of all, I think I’ve talked about universal tariffs several times. As the ripple effect is so strong… And as other countries are already fighting against universal tariffs… You’re going to find Trump quite perplexed by the strong dollar that’s been…

      1월 17, 2025
    • We’re continuing our annual outlook.

      We’re continuing our annual outlook. However, since it’s a weekday essay, the progress is not as easy as I thought. Now we have the bond market and China story left, and we’ll sort it out to some extent through this weekend’s essay. And we’ll have to sort it out. In the end, what we need…

      1월 17, 2025
    • It is a time of great concern

      It is a time of great concern. Not only is the U.S. dollar strengthening, but there are also high interest rates, Japan and China’s response, and the Bank of Korea’s Monetary Policy Committee are mixed with a number of issues. With the outlook for a further rate cut coupled with the recent surge in the…

      1월 17, 2025
    • U.S. stocks close lower with Apple, Tesla and options after gains on TSMC

      01/17 U.S. stocks close lower with Apple, Tesla and options after gains on TSMC The U.S. stock market started higher reflecting expectations for the earnings season. In particular, semiconductor stocks led the rise due to TSMC’s earnings announcement (+3.86%). Meanwhile, the weak dollar and interest rates, which had been strong after the announcement of economic…

      1월 17, 2025
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