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2023-09-27
Daily commentary-每日见闻-2023.9.27
Global environment:Politics:US:internally President Joe Biden joined the UAW worker strike to win supports in Memphis. Memphis is a swing state and Trump is expected to visit the state for campaign later. Internationally US biparties continue to support Ukraine with money and weapons and continue to curb China.China: internally China continues to carry out anti-crruption and clean up the corruptions in bureaus. Internationally, China is trying to ease the tension with major allies including EU and East Asia.EU: internally EU gov is facing criticism on high inflation and stimulus to foreign companies. Economy:Culture:Education:Technology:Medi-care:Wellfare:Big events:Russia-Ukraine conflicts:Food crisis:Climante change:Energy crisis:Cycles:Climate cycle:Investment opportunities:FX:Equity:Fixed-income:Commodities:Real Estate:Arts:
2023年09月27日
16 阅读
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2023-09-22
Daily commentary-每日见闻-2023.9.22
Global environment:Politics:US:internationally, US is sending more auto-warships to west pacific to counter Chinese threats to Taiwan. Internally, Domestic and GOP is fihgting for the next election.China:internationally, EU:India: India has a dispute with Canada on a religion assassinate and free the visa issue for CanadaEconomy:Culture:Education:Technology:Healthcare:Wellfare:Big events:
2023年09月22日
12 阅读
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2023-08-11
Daily commentary-每日见闻-2023.08.09
Global environments:Politics:US:Domestic politics' main conflicts is still the requirement of equal rights of ordinary people vs privillege of certain classes. International politics' main conflicts is still conflicts with China and Russia.China:Economy:US:Internally, the main economic conflict is high inflation vs robust wage increase. High inflation caused higher wage. Higer wage caused higher inflation, which is a spiral process. To solve or ease this conflict, US need to find ways to producer cheap goods and services. The best way to produce cheap goods and cheap services is to limit demands. Demands ration had been worked in many cases in the past. But due to strong opposition from corporations and people, so mordern gov tends to use moneytary policy to control demands.Internationally, the main economic conflict is OPEC countries want to raise oil price while US wants lower oil price. At the same time, chip producers want charge higher price for gpu chips, while developing countries want cheaper price for GPU chips. The way to solve the internal economic conflict is to use monetary policy to reduce extra demands of corporates and people. China:EU:Japan:Germany:India:UK:Culture:US:China:EU:Japan:Germany:India:UK:Technology:US:China:EU:Japan:Medicare:Big events:Cycles:War:
2023年08月11日
13 阅读
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2023-08-03
Daily commentary-每日见闻-2023.8.2
Global environment:Politics:US:main conflicts are people's demands on lower inflation against high goods prices. The conflicts between rich and poor are getting larger. How to raise the income of ordinary people and lower goods costs would be the key topic for election. Internationally, the main conflicts are between US and China regarding domination on cutting edge techology.China:main conflicts are also ordinary people's demands on pay raise vs slowing down economy. China government would need to boost economy to satisfy people's demands. Internationally, the main conflicts are between US and China on who dominate the latest technology.Economy:US:the main conflicts are between limited organic grwoth on demands vs sufficient capital.China:the main conflicts are between strong control on economy vs needs for economy growth.India:Culture:US:the main conflicts are required equal rights by normal people with privilage enjoyed by rich classes.China:the main conflicts are between non-belief of X generation and strong belief from old generation. X generation are more open in mind and don't have strong believes on idealology.Education:tbdTechnology:tbdMedicare:tbdBig events:Russia-Ukraine conflict:Ukraine is carrying out counteroffensive but are restricted by limited weaponry. Ukraine is using drones to attack Russia. US and UK want Ukraine could take back territory occupied by Russia and hold as long as enough to get Russia back to an negotiation table. Cycles:War:tbdEpidemic:tdb
2023年08月03日
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2023-08-01
Daily commentary-每日见闻-2023.7.28
Global environment:Politics:US:Biden is building election advantage through claim sucess on economy growth and disperse fears of potential recession. Trump is fighting with potential legal cases due to fake claims and capital riots. The chance for Trump get elected is lesser now due to ongoing law suit. US still focuses on curbing Chinese growth and strengthening ties with asian allies. US is still shoring up Ukraine by providing more fund and weaponaries to them. While trying to limits income of Russia by pressing energy price. US's international political aim is to defeat China and Russia from further growth and maintain its lead position globally. Internally, Biden are building his voter team by claiming his success on economy growth.China:China is focusing on strengthen ties with Russia and EU. Trying to expand business scale with Russia and EU. Internally, Chinese gov is increasing satisfaction of citizens.EU:EU try to draw a line on sands with China and Russia, while leaning to US on political issues. EU is putting all efforts on national securities, such as energy, food, etc.Japan:Japan closely allied with US on political and economic interest aiming to strengthen its security overall. Internally Japan is still conservative politics. Not that liberal. UK:UK Prime Minister Rishi Sunak is visiting US working on economy cooperation on New Energy and Cutting edge technology industries. UK conservative party is facing defeat due to recent India:India is closely allied with western. In return, western countries increased their investment Mexico: Mexico is taking advantage of China decoupling and shoring up US demands on manufacturing stuff.Economy:US: US economy is stronger than expected. Although GDP is not accurate indicator of economy, US Q2 GDP is about 2.6% increase. Culture:tbdEducation:tbdTechnology:tbdMedicare:tbd
2023年08月01日
10 阅读
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