Daily Archives: April 10, 2023

Macro Briefing: 10 April 2023

* US Navy challenges Beijing in South China Sea amid show of force near Taiwan
* End of rate-hiking cycle may be near
* US is building new factories at a furious pace
* Is the bond market over-estimating the risk of deep recession?
* Half-empty offices are a risk factor for banks
* Apple’s personal computer shipments fell 41% in the first quarter
* Tesla will open mega-factory in China to produce batteries
* Housing data suggests sector correction may be ending
* Growth in US payrolls slows in March:

Continue reading