U.S. Dollar Breakdown: Bullish For Ex-U.S. Equities
Global indexes including the MSCI ACWI and ACWI ex-US are following in the MSCI EM index’s footsteps by breaking to new highs. This is bullish and...
426 Views
Semiconductors in April: COVID Impact Still Small
The SIA has released April's semiconductor shipment numbers, and they look positive enough. There is still considerable uncertainty both from the...
411 Views
US-Huawei Battle Likely to Harm US Business
The US Department of Commerce has revised its Foreign-Produced Direct Product Rule and the Entity List in an attempt to further undermine Huawei. ...
184 Views
Semiconductor WFE. Supply Constrained For Now With An Upbeat Outlook For CY 2020 Overall
With Applied Materials (AMAT US)'s report last week, first quarter results are now complete for the top 5 semiconductor WFE companies globally....
125 Views
Renesas – There Is Juice Left in the Long Renesas Short TEL Pair ST and Long Renesas Has Legs LT
Renesas was up 9.6% today after posting solid 1Q results with OP of ¥11.3bn well above consensus at ¥6.9bn and revenue was also slightly higher at...
260 Views