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10Y Treasury Yields, DXY, and Emerging Markets
The US 10-year Treasury yield and the US dollar index (DXY) have started to clearly diverge,…
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CNY appreciation
CNY broke the 7.0 level per USD in the onshore market for the first time in…
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Non-residential Structures Investment
Spending on data centers has surged for years. While the pace has eased somewhat, growth remains…
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S&P 500 no longer offers the diversification it once did
The S&P 500 is now being driven mostly by the AI story, with the 10 biggest…
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Real Private Fixed Investment in the United States
The broader US economy has become much more reliant on AI’s performance, especially in the last…
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US Copper Miners
Over the past five years, major copper miners have delivered strong overall gains, with share prices…
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Rare-earth supply chain and price discounts in China
China’s export strength is increasingly structural and not cyclical. The chart shows how Chinese manufacturers can…
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Construction cost of nuclear reactors
China doesn’t only dominate critical mineral refining and magnet production (which is crucial for AI-related infrastructure and…
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Real estate has become a real burden for China’s economy
Real estate has become a real burden for China’s economy. It negatively affect country’s GDP growth…
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China’s exports impact on EU growth
China’s exports are likely to continue gaining market share in Europe unless meaningful protectionist measures are…
Independent research and commentary for informational purposes only. Not investment advice.
New World Investment Research 