In today’s briefing:
- Good Morning Japan |Recession Fears Dominate; NUGGET: Panasonic+Stellantis =Expanded Battery Profits
- The Great Game – Who’s Calling the Shots at Opec?
- Mining Monthly: March Edition
- RISC-V. Two Blue-Chip Names Betting Big On A Bright Future For The Upstart ISA
Good Morning Japan |Recession Fears Dominate; NUGGET: Panasonic+Stellantis =Expanded Battery Profits
- OVERSEAS. SPX -0.2% as Equities continued with Recession trade overnight with Defensive >Cyclicals; Tech, Discretionary, Industrials stocks hit; ADP Employment+Services PMI add fuel to Recession narrative; Next up: Non-Farm Payrolls
- JAPAN. NKY Futs -0.4% vs Cash; USDJPY 131.4; As US recession narrative strenghtens, expect selling of US exposed Discretionary; China weighs export ban on Rare earths;Rakuen cuts Bank IPO price
- NUGGET. Panasonic+Stellantis=Expansion of Battery Profits. IF Panasonic and Stellantis can agree, it could mean significant share price upside.
The Great Game – Who’s Calling the Shots at Opec?
- OPEC’s sudden oil production cut stunned the world on Sunday
- Who drove the decision and what does this tell us about OPEC’s future?
- What is the dynamic and role between Xi Jinping and Mohamed bin Salman?
Mining Monthly: March Edition
- The precious metals and mining market significantly outperformed broader indices in the month of March with the GDX rising 15% versus the TSX being down slightly
- Gold rallied heavily following the collapse of several major banks and the U.S. Fed guiding for a pause on rates in the near term
- This month only strengthens our confidence that 2023 will be a standout year for both precious metals and base metals and encourage investors to position themselves accordingly Gold rose 7.2% in the month to $1,969.7/oz, silver rose 14.5% to $24.0/oz, and copper sat flat, down just 1.8% to $4.10/lb.
RISC-V. Two Blue-Chip Names Betting Big On A Bright Future For The Upstart ISA
- The worlds #1 producer of automotive MCUs has already launched a series of RISC-V solutions which replace Arm as the core ISA
- A leading US semiconductor manufacturer has designed an FPGA based on RISC-V which has been chosen by NASA for use in the International Space Station
- RISC-V has the potential to be seriously disruptive in the Automotive & FPGA segments, and that’s just for starters.
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