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Real Economic Inflation or Supply-side shock from Post-War Effects on Oil Prices.
$90 crude oil prices indicate an increase in demand for oil, wars tend to increase demand for oil production due to uses of vehicles and machinery, the economic data suggests that oil prices are driven by stagnant oil production based on OPEC data rather than increase in demand from War usage of oil. $90 crude oil production also indicate that oil prices are likely to drive inflation indicators that would convince investors that speculate on inflation data to increase their d
Ming Ren
22 hours ago1 min read
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The ECB's Decision
Christine Lagarde's interest rate decisions has stymied the recent Euro rally, deposit rates stay at 2% while economy remains resilient amidst global developments in central bank policies where de-dollarisation changes the dynamics between capital flows and American dollar hegemony. Stronger euro data may suggest that inflation would cool down while a 0.625% cut is priced in the year-end. Economic developments in the region would likely change the movement of capital flows fr
Ming Ren
Feb 61 min read
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Artificial Intelligence Boon or Bane?
A.I. is a developing theme across many markets across the globe, with abilities to mimic human-like behavior and substitute human...
Ming Ren
Oct 12, 20251 min read
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Why diversification matters in a US Tariff led investing climate
Trade agreements signed by the EU with Asian countries signal a global shift in trade structures and investment flows across different...
Ming Ren
Jul 14, 20251 min read
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Global Tariffs and Market Returns
Positioning in the market may be tricky given global shifts in capital markets, dealmaking and US tariffs that make global imports less...
Ming Ren
Apr 4, 20251 min read
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Tariffs & Global Markets
US president Donald Trump's tariff implementation on autos and steel imports, tax on Chinese goods and levies on Canada and Mexico would...
Ming Ren
Apr 3, 20251 min read
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Deflationary Environment? Why your portfolio doesn't make sense.
Despite the market rhetoric of an incoming deflationary environment in the US, investors are more likely to expect an inflationary...
Ming Ren
Mar 2, 20251 min read
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ASEAN Finance
This is a wonderful way to connect with like-minded people interested in financial developments around the region
Ming Ren
Feb 14, 20251 min read
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