Meanwhile, In Taiwan

Every month, I provide a brief update on what I consider to be two reasonably important macro indicators: Industrial production and export figures out of Taiwan. While perhaps not as "exciting" as another "Is The Yield Curve Wrong?" rewrite or this week's installment of "Why Mike Wilson Is Still Bearish On US Equities," these short bulletins serve a purpose: They're a reminder not only of the extent to which Taiwan is a bellwether for global demand and a weather vane for the chip wars, but also

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