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.

Waiting for Jerome

Markets globally held their breath pending the highly anticipated Fed decision next week, and the ECB cut its rates as expected.

Trained in China: China's next export is not high-tech, it's services

We must revisit our approach to Chinese brands, from goods to service providers.