[Macro Matters] Introduction

-

 

1. References:

 

AP News, Reuters, WSJ, Blooomberg, investing.com

 

2. Index:

 - Economic Data

 - Central Bank News

 - Politics & Government Policies

 - Business Issues

 - Charts ( Indicies, Bond rates, Gold Futures, Crude Oil Futures etc.)

 - Summary / Opinion

 

3. Upload Schedules:

 

- Every weekend

Comments

Post a Comment

Popular posts from this blog

[Macro Matters] April 2nd Week

-
Image
1. Economic Data US weekly jobless claims rise marginally | Reuters US consumer prices fell for first time in nearly five years ahead of tariffs | Reuters US monthly producer prices decline in March | Reuters China's deflationary pressures persist as trade gloom worsens | Reuters - There should be a drastic action to deal with deflation. War might be a breakthrough for China. Sad but True. Peace sells, but no one would buy it if it costs a lot... US consumer sentiment, inflation expectations deteriorate sharply in April | Reuters - Generally, we don't consider 'US consumer sentiment data' as a crucial indicator. However, a 'deterioration' in consumers' confidence might become a self-fulfilling prophecy. 2. Central Bank BOJ's Ueda sticks to rate-hike stance but signals focus on risks | Reuters - BOJ's Ueda reaffirms his consistent stance as before: aiming positive inflation & gradual rate hikes Fed’s Schmid Says He’s ‘Squarely Focused’ on Inflatio...
Read more

[Industry] Semiconductor-1: An Introduction to Memory and System Semiconductors

-
Image
  Memory Semiconductor RAM: Random Access Memory, A form of memory that can be read and modified in any order.   Volatile Memory: Stored information lost if power is removed. DRAM: Dynamic Random Access Memory, 1 transistor 1 capacitor. Necessary to ‘refresh’ data <DRAM Cell> Capacitor: Charged) 1, Uncharged) 0   Wordline: Provide voltage in a row to enable transistors. Bitline: Electrons pass through Bitline to modify the data. Access a capacitor to read data. Transistor: A switch that controls the flow of electrons. WL:1 => TR ON, WL:0 =>TR OFF Operation: Standby) WL: 0 => TR: Off Write) WL:1 => TR: ON + BL: 1 => Capacitor charged => ‘1’ stored / +BL:0 => Discharge => ‘0’ Stored Read) WL:1 => TR:ON / BL: ½ => Sense Amplifier checks the difference in voltage to determine the data. => The Amplifier ‘restores’ the data as the data stored in a capacitor was ‘gone’ by transmissions. Typical 6T SRAM Cell: 4 transistors that consist ...
Read more

[Macro matters]April 3rd Week

-
Image
  1. Economic Data China Credit Expansion Beats Forecast on Bond Sale Deluge - Bloomberg -China’s March aggregate financing: 5.89 trillion Yuan > forecast: 4.96 tril -Net Sovereign & Local bond reached 1.5 tril, supported by the gov. -Still ‘trade war’ threatens China’s economic growth & Investment + Properties suppressed. Yellen Says Treasuries Show US Confidence Loss, Not Dysfunction - Bloomberg Yellen: Recent Treasury Selloff: Loss of trust in US / Not malfunction of market China’s Exports Surge as Orders Front-Loaded Before Tariffs - WSJ US import prices unexpectedly fall in March on cheaper energy goods | Reuters China Q1 GDP growth beats expectations, but US tariff shock dims outlook | Reuters => Q1 GDP 5.4% > Forecast 5.1%, Home price still dragged down + Tariff concerns still remain. It’s up to Chinese monetary & fiscal policy to boost the economy. U.S. Crude Oil Stockpiles Rise for Third Straight Week - WSJ Japan's core inflation accelerates, complicat...
Read more