Bond Traders See Fed Rate Hikes Ending Soon as Bank Stress Grows
https://www.bloomberg.com/news/articles/2023-03-24/global-bonds-rally-as-ubs-slumps-on-renewed-concern-over-banks#xj4y7vzkg

near a bottom

brent crude oil at USD 86.00

2023 What shifting supply chains for semiconductors mean for emerging markets
The US has implemented restrictions on China’s semiconductor industry
https://atalayar.com/en/content/what-shifting-supply-chains-semiconductors-mean-emerging-markets

Could semiconductors stocks be the ‘comeback kings’ this year?
https://stockhead.com.au/tech/could-semiconductors-stocks-be-the-comeback-kings-this-year/?amp

Exclusive: Intel weighs boost to investment in Vietnam chip packaging plant

One of the sources said the investment was likely to be made "over the future years" and could be even bigger than $1 billion, while the second person said Intel was also weighing alternative investment in Singapore and Malaysia, which may be preferred to Vietnam.
https://www.reuters.com/technology/intel-weighs-boosting-investment-vietnam-chip-packaging-plant-sources-2023-02-10/

U.S. chip tool makers eye Southeast Asia as China business shrinks
https://asia.nikkei.com/Economy/Trade-war/U.S.-chip-tool-makers-eye-Southeast-Asia-as-China-business-shrinks

Top China Economist Sees Possible Interest Rate Cut Next Quarter
Ping An’s Zhong says PBOC to face less constraints in 2Q
Core inflation likely to be under control in 2023, Zhong says
https://www.bloomberg.com/news/articles/2023-02-09/top-china-economist-sees-possible-interest-rate-cut-next-quarter#xj4y7vzkg

White House Says Wages on Powell’s Must-Watch List Are Cooling
CEA constructs new gauge of pay in core non-housing services
Measure shows wage growth down to 4.5-5% range in December
https://www.bloomberg.com/news/articles/2023-02-08/white-house-says-wages-on-powell-s-must-watch-list-are-cooling#xj4y7vzkg

https://www.energyvoice.com/oilandgas/481522/oil-may-hit-100-amid-china-reopening-irans-opec-official-says/

PHLX Semiconductor Index was up 3.12 percent yesterday.

PHLX Semiconductor Index was up 3.12 percent yesterday.
https://www.marketwatch.com/investing/index/sox

Fed’s Daly Says December Dot Plot Still Good Signal for Rates
https://www.bloomberg.com/news/articles/2023-02-03/fed-s-daly-says-december-dot-plot-still-good-signal-for-rates

Fed’s Daly Says December Dot Plot Still Good Signal for Rates
https://www.bloomberg.com/news/articles/2023-02-03/fed-s-daly-says-december-dot-plot-still-good-signal-for-rates

迪耐子公司获IRBM颁发维修合约 - https://www.orientaldaily.com.my/news/business/2023/02/02/543914

Bonds Hear Dovish Message in Powell’s Comments on Disinflation
Fed chair not bothered by looser financial conditions
Swaps traders anticipate half-point drop in rates from peak
https://www.bloomberg.com/news/articles/2023-02-01/bonds-hear-dovish-message-in-powell-s-comments-on-disinflation?leadSource=uverify%20wall

PHLX Semiconductor Index (SOX) was up 5.19.percent yesterday.

PHLX Semiconductor Index was up 5.19.percent yesterday.
https://www.marketwatch.com/investing/index/sox

Chinese electric-vehicle giant BYD Co. said net income reached as high as 17 billion yuan ($2.5 billion) last year, an increase of as much as 458% from 2021, according to a preliminary filing to the Shenzhen Stock Exchange on Monday.

China’s Economic Activity Rebounds Sharply After Reopening
Manufacturing PMI rises to 50.1 in January, matching estimates
Services sub-index reaches 54 during holiday as travel resumes
https://www.bloomberg.com/news/articles/2023-01-31/china-s-economic-activity-rebounds-sharply-after-reopening

IMF Raises World Economic Outlook for the First Time in a Year
Forecast boosted on resilient US demand, China reopening
https://www.bloomberg.com/news/articles/2023-01-31/imf-raises-world-economic-outlook-for-the-first-time-in-a-year#xj4y7vzkg

Post removed.Why?

The US Hasn’t Noticed That China-Made Cars Are Taking Over the World
The country is poised to become the No. 2 exporter of passenger vehicles, surpassing the US and South Korea and risking new tensions with trading partners and rivals.
https://www.bloomberg.com/news/articles/2023-01-26/how-china-is-quietly-dominating-the-global-car-market#xj4y7vzkg

TSMC is up 7.36 percent today.

China Stocks Flirt With Bull Market on Return From Holidays
Benchmark CSI 300 Index gains about 20% from October low
Spending, travel data point to solid recovery underway
https://www.bloomberg.com/news/articles/2023-01-30/china-stocks-set-to-enter-bull-market-on-return-from-holidays#xj4y7vzkg

Taiwan Stocks Poised for Bull Market as Chip Shares Extend Gains
Taiex index jumped as traders return from new-year holiday
Taiwan dollar advanced to the strongest level since August
https://www.bloomberg.com/news/articles/2023-01-30/taiwan-stocks-poised-for-bull-market-as-chip-shares-extend-gains#xj4y7vzkg

How the global auto industry is overwhelmed by a surge in demand for EVs
https://www.thenationalnews.com/business/technology/2023/01/28/how-global-auto-industry-is-overwhelmed-by-surge-in-demand-for-evs/

China currently dominates global EV production and domestic adoption of new energy vehicles is well advanced. The China Passenger Car Association expects sales of new energy cars, mainly EVs, to hit 8.5 million units this year, or 36% of all new sales.

Key Inflation Gauge Cools Further, Paving Way for Smaller Fed Rate Hike
https://www.bloomberg.com/news/articles/2023-01-27/us-pce-inflation-cools-further-paving-way-for-smaller-fed-hike#xj4y7vzkg

The US Hasn’t Noticed That China-Made Cars Are Taking Over the World
The country is poised to become the No. 2 exporter of passenger vehicles, surpassing the US and South Korea and risking new tensions with trading partners and rivals.
https://www.bloomberg.com/news/articles/2023-01-26/how-china-is-quietly-dominating-the-global-car-market#xj4y7vzkg

Hang Seng Index Jumps to 11-Month High Boosted by Holiday Data
Hong Kong markets reopen after Lunar New Year holiday
Equities, yuan advance as data shows spending, tourism revival
https://www.bloomberg.com/news/articles/2023-01-26/china-stocks-rally-in-hong-kong-as-holiday-spending-recovers#xj4y7vzkg

Debt-Limit Fight Risks Early End to Fed Quantitative Tightening
Fed has penciled in shrinking its bond portfolio into 2024
Economists see rising risk Fed will need to end its plan early
https://www.bloomberg.com/news/articles/2023-01-24/debt-limit-fight-risks-early-end-to-fed-quantitative-tightening#xj4y7vzkg

Good News for Nvidia, AMD, and Qualcomm—Barclays Is Bullish on Chips Again

https://www.barrons.com/amp/articles/chips-semicondcutors-nvidia-amd-qualcomm-barclays-51674478427

PHLX Semiconductor Index was up 5.01 percent yesterday.
https://www.marketwatch.com/investing/index/sox

Yellen Sees ‘Very Helpful Signs’ on US Inflation Front
Supply-chain problems have ‘significantly’ eased: Yellen
https://www.bloomberg.com/news/articles/2023-01-23/yellen-sees-very-helpful-signs-on-us-inflation-front

Yellen Sees ‘Very Helpful Signs’ on US Inflation Front
Supply-chain problems have ‘significantly’ eased: Yellen
Expects high rents inflation to fall back in mid-2023
https://www.bloomberg.com/news/articles/2023-01-23/yellen-sees-very-helpful-signs-on-us-inflation-front

Taiwan Semiconductor Could Soar in 2023

Taiwan Semiconductor reported a strong outlook for 2023 in its most recent earnings call.
https://www.fool.com/investing/2023/01/22/taiwan-semiconductor-could-soar-in-2023/

Oil prices rise on stronger China outlook
https://www.reuters.com/business/energy/oil-prices-fall-remain-buoyed-by-china-outlook-2023-01-23/

https://www.bloomberg.com/news/articles/2023-01-22/bullish-calls-mount-as-asian-stocks-go-on-a-tear-in-the-new-year
Bullish Calls Mount as Asian Stocks Go On a Tear in the New Year
MSCI Asia Pacific Index has climbed 7.2% so far in January
Asia earnings upgrades are beating those of the US and Europe

Stocks Bounce Thanks to Tech Rally, Fed Comments: Markets Wrap
Policy pretty close to sufficiently restrictive: Fed’s Waller
https://www.bloomberg.com/news/articles/2023-01-19/asian-stocks-set-for-mixed-open-after-us-stumbles-markets-wrap#xj4y7vzkg

BofA Says Non-US Funds Shine as China Opening Fuels Capitulation
Investors added $12.7 billion to EM funds in a week: BofA

Investors are flocking to emerging market funds like never before, while European stocks have seen their first inflows in almost a year as optimism abounds around China’s reopening, Bank of America Corp. strategists said.
https://www.bloomberg.com/news/articles/2023-01-20/bofa-says-non-us-funds-shine-as-china-opening-fuels-capitulation?leadSource=uverify%20wall

Fed’s Logan Indicates Support for Slower US Rate-Hike Pace
Favors keeping financial conditions restrictive as pace slows
Strong services inflation a symptom of an ‘overheated economy’
https://www.bloomberg.com/news/articles/2023-01-18/fed-s-logan-indicates-support-for-slower-us-rate-hike-pace

Here's What's Likely To Drive Semiconductor Stocks In 2023
https://www.investors.com/news/technology/semiconductor-stocks-what-is-ahead-in-2023/

Oil prices hit two-week highs on hopes of China demand rebound

Nvidia, AMD Could Surge After Taiwan Semiconductor's Update
http://www.baystreet.ca/stockstowatch/14467/Nvidia-AMD-Could-Surge-After-Taiwan-Semiconductors-Update14467

Goldman, UBS Join Bullish Bets on Global Assets as China Reopens
Chinese stocks, Thai baht and Asian equities have room to run
Oil and copper could rally further as Chinese demand returns
https://www.bloomberg.com/news/articles/2023-01-16/goldman-ubs-join-bullish-bets-on-global-assets-as-china-reopens?leadSource=uverify%20wall

China’s Better-Than-Expected GDP Fuels Hopes for Rebound
https://www.bloomberg.com/news/articles/2023-01-17/china-economic-growth-slows-less-than-forecast-as-recovery-seen#xj4y7vzkg

Tech’s Slump Camouflages a Rally Sweeping Across Most of S&P 500
About three-quarters of SPX is trading 20% or more above lows
Broad rebound is masked by megacaps like Apple and Microsoft
https://www.bloomberg.com/news/articles/2023-01-14/tech-s-slump-camouflages-a-rally-sweeping-across-most-of-s-p-500?leadSource=uverify%20wall

Dazed and Exhausted Stock Buyers Can Finally Catch Their Breath
Options traders are pricing in smoother sailing than 2022
Cooler inflation, resilient economy drive second weekly gain
https://www.bloomberg.com/news/articles/2023-01-15/dazed-and-exhausted-stock-buyers-can-finally-catch-their-breath

https://www.bloomberg.com/news/articles/2023-01-12/swaps-show-small-chance-that-fed-doesn-t-hike-in-march-at-all#xj4y7vzkg
Swaps Show Small Chance Fed Won’t Hike at All in March