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INSIGHT PROVIDER
Alex Ng
Founder & Head of Research
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Fortress Hill Advisors
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Location:
Hong Kong
Joined:
24 May 2024
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Macroeconomics
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bullish
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Macroeconomics
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13 Feb 2025 22:56
Preview: Due February 14 - U.S. January Retail Sales
US retail sales expected to fall by 1.0% in January due to bad weather, with potential for a correction from Q4 strength adding to downside risk.
Alex Ng
36 Views
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bearish
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Macroeconomics
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13 Feb 2025 02:03
Trump’s Tariffs: Steel First, and Then Reciprocal and Finally Cars
The 25% steel and aluminum tariffs under Trump could have small adverse effects on US inflation and GDP, but reciprocal tariffs create trade...
Alex Ng
129 Views
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bearish
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Macroeconomics
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12 Feb 2025 23:43
A Clear Disappointment of U.S. January CPI
US January CPI disappoints with a 0.5% overall increase and 0.4% ex food and energy, showing a problem of residual seasonality and high inflation.
Alex Ng
131 Views
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bearish
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Macroeconomics
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11 Feb 2025 23:17
Early Days of New Trump Administration
Despite volatility in tariffs with Canada and Mexico, the stable U.S. Treasury market acts as an anchor. The shift towards a delayed and modestly...
Alex Ng
172 Views
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bullish
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Macroeconomics
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10 Feb 2025 22:33
Banxico (Bank of Mexico) Review: 50 Bps Cut as Expected
Banxico cuts policy rate to 10.5% amid inflation concerns and global risks, plans further cuts to 8.0% depending on economic conditions.
Alex Ng
235 Views
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