📑 Research Notes for 2021-10-18
This week, we look at the further plans for tapering, Japan's change in defense posturing, and both China and the U.S.'s housing problems.
We conduct extensive investment research and share the most interesting content that we come across every week. Here is a curated list of this week’s top observations.
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Fed Worried About Inflation Risk as It Firmed Up Tapering Plan.
(Wall Street Journal)
Federal Reserve officials last month worried that disrupted supply chains were raising the risks of more persistent inflation as they firmed up plans to reduce their bond-buying stimulus program next month and conclude it by the middle of next year.
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Japan's Ruling Party Makes Unprecedented Defense Spending Pledge.
(Reuters)
An unprecedented election pledge by Japan's ruling party to double defense spending underscores the nation's haste to acquire missiles, stealth fighters, drones, and other weapons to deter China's military in the disputed East China Sea.Â
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China's Massive Housing Market Problem.
(Business Insider)
If you drive an hour or two outside Shanghai or Beijing, you'll find something odd. The cities are still tall, and they're still modern. They're also, generally, in good condition. But unlike their bustling, Tier 1-city counterparts, they're basically empty. These are China's ghost cities.
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Why We Could End Up With A Housing Glut.
(CNBC)
Dennis McGill, Zelman and Associates director of research, joins 'Power Lunch' to explain why he says the long-term demand for housing will fall.
🔗 Watch Here
Curated by Joseph Lu, CFA®
Joseph has over a decade of experience as an investment professional, primarily in quantitative analysis and portfolio management roles. He is the founder and managing director of Conscious Capital Advisors and a CFA® Charterholder. The CFA charter is a globally respected, graduate-level investment credential by the CFA Institute, a global association of more than 90,000 investment professionals working in over 133 countries.
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