European Easing
The European Central Bank cut rates, as expected. UK inflation surprises with lower-than-expected figure in September.
Notes
Notes gather my informal reflections, working thoughts, and the weekly commentaries I previously published as a standalone newsletter. They include exploratory ideas, data‑driven observations, and occasional automated analyses drawn from a wide range of financial news sources. Views expressed are my own. Mentions are not endorsements. This is not financial advice.
The Lithium Battery Industry Is Running Low
The price of lithium, an essential component of electric batteries, plummeted by more than 80% since its peak in 2022. A prolonged slump would have dire consequences for innovation.
Bulls and Dragons
Positive inflation data was released in the US. Chinese stock markets reopened with strong enthusiasm.
Turmoil Ahead
An escalation in the Middle East triggers volatility in global markets. Hong Kong stocks up on positive sentiment.
Tokyo Story
Ishiba was selected as the new Prime Minister in Japan. China introduces a large stimulus package.
Time to Cut
The Fed cut the US interest rates by 50bp, prompting a positive reaction in the market. The new Japanese PM will be chosen next week.