5.2 Magnitude Earthquake 23 KM SSE Of Hualien City, Taiwan

Adapting To Economic Paradigm Shifts

Home Investing Strategy Portfolio Strategy Adapting To Economic Paradigm Shifts. Investors should look to real assets to diversify beyond the traditional 60/40 portfolio. The global economy may be shifting from a low inflationary paradigm driven by disinflationary forces to an inflationary one.

Taiwan's Hualien Hit By Five Earthquakes In Nine Minutes Ranging from 4.4-5.8 Magnitude

Weekly Report: what happened at EWT last week (0415-0419)?

Weekly Commentary: World-Wide De-Risking/Deleveraging

U.S. House Minority Leader Jeffries Says Democrats Will Provide A Majority Of Their Caucus' Votes On The Aid Bills

Global Growth Returns And The 2025 Fiscal Reckoning

'Mike Johnson Defies GOP Critics, Setting Up Ukraine-Israel Aid Showdown; House Republican Leaders Post Three Of Four Bills, With Final Vote Expected Saturday; Fourth Bill Containing Many Republican Priorities, Including A Ban Or Forced Sale Of TikTok" - WSJ

U.S. House Speaker Mike Johnson's plan to move long-stalled funding for Ukraine, Israel and other overseas allies. The bill includes four bills, one each for Israel, Ukraine and Taiwan. The House will vote on three of the four bills on Saturday evening.

U.S. House Appropriations Committee Says U.S. House Of Representatives Releases Foreign Aid Supplemental Bills Text; Bill Calls For $60.84B In Ukraine Aid; U.S. House Bill Would Provide $26.38B For Israel; Would Send $8.12B To Aid Taiwan, Counter Chinese Efforts In Indo-Pacific Region

Emerging Markets - A Changed Asset Class?

Inflation Progress May Be Bumpy, But Is Likely To Continue

China's First Quarter 2024 GDP Beat Forecasts As Investment Picks Up

Weekly Report: what happened at EWT last week (0408-0412)?

Weekly Commentary: Trouble Brewing In Financial Asset Wonderland

Doug Noland: The Fed's misguided dovish pivot unleashed precariously loose market conditions. He says the market is in the midst of a bubble. He argues that Bubbles can inflate to unimaginable extremes - and then quadruple. Noland says the late-cycle fear of Bubbles is missing out on the reality.

Global Market Perspectives Q2 2024: What's Not To Like?

Home Market Outlook Today's Market Perspectives Q2 2024: What's Not To Like? U.S. Economy continues to grow, overshadowing other major global economies of 2023. With most other global economies still struggling, the U.s. Will remain the strongest global performer.

Tailwinds In Tech

William Blair: We are in a new demand cycle for tech hardware. Smartphones and PCs are still the largest end-markets, but their outlook is improving. AI presents a second avenue of growth for many of these Taiwanese companies, says Hiraman. The past year’s gains in Taiwan tech were primarily driven by increases in stock valuations.

China's Xi Told Former Taiwan President Ma There Are No Issues That Cannot Be Discussed; Said No Force Can Separate US

Emerging Markets Activity Expands At Fastest Pace In 10 Months

Emerging Markets Activity Expands At Fastest Pace In 10 months. Incoming new business for emerging market goods and services rose in March at the quickest pace since last May. India continues to lead growth in both the manufacturing and service sectors. In March emerging markets growth accelerated at the fastest pace since May 2024.

Broaden Your Investment Horizons

It may be time to look beyond the U.S. For equity market performance. Looser monetary and fiscal policy could add momentum to what already appears to be a global cyclical recovery. Europe could cut its interest rates sooner than the United States. Europe's manufacturing activity could get a boost from stimulus.

Weekly Report: what happened at EWT last week (0401-0405)?