#globalmacro — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #globalmacro, aggregated by home.social.
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South Korea’s Hidden Crisis: AI Chips, Debt & Won Collapse
https://youtu.be/sJBhFc-Q54Y#SouthKoreaEconomy
#KoreanWon #Semiconductors #AIChips #Samsung #SKHynix #RealEstateCrisis #GlobalMacro -
South Korea’s Hidden Crisis: AI Chips, Debt & Won Collapse
https://youtu.be/sJBhFc-Q54Y#SouthKoreaEconomy
#KoreanWon #Semiconductors #AIChips #Samsung #SKHynix #RealEstateCrisis #GlobalMacro -
South Korea’s Hidden Crisis: AI Chips, Debt & Won Collapse
https://youtu.be/sJBhFc-Q54Y#SouthKoreaEconomy
#KoreanWon #Semiconductors #AIChips #Samsung #SKHynix #RealEstateCrisis #GlobalMacro -
The era of synchronized global monetary policy is over.
Central banks are diverging sharply—Japan normalizing after 30 years, the BOE on hawkish hold, the Fed facing political headwinds, and developing economies under IMF pressure.
For investors tracking $AAPL and global macro, this fragmentation creates real currency risk, demand divergence, and valuation uncertainty.
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The era of synchronized global monetary policy is over.
Central banks are diverging sharply—Japan normalizing after 30 years, the BOE on hawkish hold, the Fed facing political headwinds, and developing economies under IMF pressure.
For investors tracking $AAPL and global macro, this fragmentation creates real currency risk, demand divergence, and valuation uncertainty.
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Global inflation is diverging sharply: US sticky at 3.3%, euro zone disinflating at 1.8%, UK persistent at 3.8% core. For $AAPL, the biggest risk is EUR/USD weakness toward $1.08 — a structural headwind on ~25% of revenue. ECB paralysis and BoE hawkishness add further complexity.
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Global inflation is diverging sharply: US sticky at 3.3%, euro zone disinflating at 1.8%, UK persistent at 3.8% core. For $AAPL, the biggest risk is EUR/USD weakness toward $1.08 — a structural headwind on ~25% of revenue. ECB paralysis and BoE hawkishness add further complexity.
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https://www.europesays.com/ie/384753/ Despite global challenges, India’s growth outlook resilient due to favourable rates: HSBC MF report #added #AddedThat #Business #Economy #Éire #GlobalMacro #GoingForward #IE #Investment #Ireland #LiquidityCycle #MediumTerm #RateAnd #stated
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Bitcoin Price To Recover With Global M2 Money Supply Soon: Wall Street Analyst - Bitcoin price has recovered above $94,000 levels after making a fresh low of $91,380 earl... - https://coingape.com/bitcoin-price-to-recover-with-global-m2-money-supply-soon-wall-street-analyst/ #24/7cryptocurrencynews #consumerpriceindex #bitcoin(btc)price #bitcoinnews #globalmacro #raoulpal
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#Demography and #globalMacro #economy: The #population of #India is to outgrow that of #China in 2023.
The Indian #demographics (plenty of work force) look much better than the Chinese (ageing):