This global economy briefing covers Thursday, April 16 — the day the manufacturing surveys screamed stagflation while equities ignored them. The Philadelphia Fed Manufacturing...
Asia intelligence brief: TSMC profit leaps 58% to record $18.2B on AI demand. Korea faces helium crisis. India fast-tracks Qatar FTA. Evergrande default.
Asia intelligence brief: China's clean tech validated as BYD +11%, CATL +24%. ADB cuts growth to 5.1%. IRGC warns all Gulf ports unsafe. Japan derisks semiconductor materials. India holds 6.9% growth.
Asia intelligence brief: Bank of Korea holds at 2.5%, removes cut language. China CPI misses at 1% but PPI ends deflation. Uniqlo parent surges 10%. ADB warns of sharp slowdown. NZ secures Cook Islands.