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Alicia Garcia Herrero
- Alicia Garcia Herrero
After a Strong 2025, Taiwan’s Economy Faces Pressure in 2026
Taiwan's economy in 2025 has been one of the standout performers globally, propelled by the explosive demand for artificial intelligence (AI) and advanced semiconductors. As a critical node in the global supply chain, particularly through companies like TSMC, Taiwan capitalized on the AI boom, driving unprecedented export growth and economic expansion.Through October 2025, exports surged 32% year-on-year, fuelled primarily by high-demand of semiconductors essential for AI, cloud computing, and U...
Alicia Garcia Herrero ... (+2)
- Alicia Garcia Herrero
- Kohei Iwahara
BoJ preview: Stubbornly weak Yen enabling BoJ and government to agree ...
The Japanese economy has been much more resilient than expected to the Trump tariffs and geopolitical risks but with the very weak Yen as the main problem.While the Bank of Japan (BoJ) has been vigilant against the negative impact of US tariffs, the Tankan survey revealed that the Japanese economy has held up well. The headline manufacturing sentiment for large companies slightly improved to +15 in December from +14 in September (Chart 1). The non-manufacturing was also stable at +34, as the neg...
Eric BENOIST ... (+2)
- Eric BENOIST
- Micaella Feldstein
Tech Markets Quarterly – Beware! The panic merchants are out in force!
Three months ago, we wrote that we were not particularly concerned about stock market valuations collapsing anytime soon. We believed that, despite relatively high equity multiples, the increasingly intertwined fates of the American political and technological elites would sustain the current momentum for a while longer.That is indeed what we saw, but in the run-up to Christmas, panic merchants are out in force, trying to scare investors away with the almost apocalyptic tone of their bubble narr...
Christopher HODGE
- Christopher HODGE
All I want for Christmas is a clean labor report
Labor data for October and November was , more or less, in the realm of expectations, and as such the market reaction was relatively subdued. As we wrote in our preview, absent an extreme outcome, the labor data from October and November would not be decisive for the Fed meeting in January. Fed Chair Powell suggested at last week’s FOMC meeting that the Fed will look at the October and November data releases with “somewhat of a skeptical eye” due to the incomplete collection of dat...
Alicia Garcia Herrero
- Alicia Garcia Herrero
The Nexperia crisis: a wake-up call for Europe’s approach to Chinese i...
Why is Nexperia’s case so relevant?The standoff over Nexperia, a Dutch semiconductor manufacturer owned by China’s Wingtech Technology, has exposed a critical vulnerability in Europe’s economic relationship with China. The Dutch government took over management control of Nexperia in October 2025 in what began as a corporate governance dispute, but which has since escalated into a diplomatic crisis with much wider consequences. The case reveals an uncomfortable truth: Chinese foreign direct inves...
Inna Mufteeva ... (+2)
- Inna Mufteeva
- Thibaut Cuilliere
Lipper-FMI fund flow data - Week ended August 29
Fund flows showed a more risk-on mood of the investors due to more positive political news flow (respite in trade war tensions, new coalition government in Italy) . Indeed, US IG and US HY enjoyed +3.5bn and +$0.69bn inflows respectively while EM debt funds got +$0.2bn. Yet, investors remained vary of equities with the $7.3bn of outflows for US-based equity funds . M oney market funds saw significant outflows at $16.2bn after solid inflows a week before -$16.2bn while l everage loan funds did no...
Inna Mufteeva ... (+2)
- Inna Mufteeva
- Thibaut Cuilliere
Lipper-FMI fund flow data - Week ended August 29
Fund flows showed a more risk-o n mood of the investors due to more positive political news flow ( respite in trade war tensions, new coalition government in Italy) . Indeed, US IG and US HY enjoyed +3.5bn and +$0.69bn inflows respectively while EM debt funds got +$0.2bn. Yet, investors remained vary of equities with the $7.3bn of outflows for US-based equity funds . M oney market funds saw significant outflows at $16.2bn after solid inflows a week before -$16.2bn while l everage loan funds did ...