Quoted by Bloomberg, the price of lithium carbonate, which is a key ingredient in electric vehicle batteries, has jumped five times. This may force EV manufacturers to hike prices by up to 15 percent, hurting demand.
War has added more uncertainty into the supply of the lithium. On the other hand, what's more the oil price has create opportunities to EV. While Tesla Germany factories has official started production, but will the current situation affected the...

Biden has officially visited the NATO, and I can say that this has risk the war relation between Russia and it's a smart move for him and also his nation. In fact he is a very good businessman, his visit to NATO can rest assured the consistency of supply resources to them, while on the other hand without using any resources from his nation and asked NATO to stand together with Ukraine. If NATO really take on this advise, indeed the war will not ending s...

FED has finally announced the final rate hike yesterday while negotiations between Russian and Ukraine seems promising and market seems well received the news. Share soared yesterday, is this a buying or selling signal to investor? With the rate hike which lead people's tend to keep their money with bond or FD more compare to Stock Market? If so investors now should sell now to buy back later or vise versa? And how much will it retreat then will become attractive to gl...

Based on my 2 cents macroeconomic understanding rate hike is to fight inflation. While war has created a lot uncertainty and indirectly increase the inflation rate. But good news come just before the rate hike which 5th rounds of negotiations going around Russian and Ukraine; Oil price start dropping back to previous price level which has simulate the share market rise yesterday. It seems like market's are confident in this matter. But I trul...

Based on the recent job unemployment rate which is showing a pretty good sign, due to war caused inflation, and coming CPI index may become the indication for Powell to decide go ahead on the planned 0.25% rate hike. As previously mentioned by Powell, they are planned for 0.25% hiked but he also mentioned that "to the extent that inflation comes in higher or is more persistently high than that, then we would be prepared to move more aggres...

Inflation is the main issue for the US market, while FED has play a large role in control the inflation rate. But suprisingly yesterday US alone may want to ban oil from Russia. What's kind of strategies playing around here? As due to this, we can see a spike in oil price yesterday and create another wave of panic selling. Today, they going to confirm whether to really ban oil from Russia. Politicians may concern on the figure, th...

Other than arms may benefit from the crisis, which the crisis may affect the inflation rate. While the inflation rate will affect the retail markets. Therefore other than commodities price increasing, the coming indirectly beneficial maybe is the retailer's while they will have to pass on the cost to consumer's which lead to greater inflation. ‌$Wal-Mart(WMT)$  ‌‌$Costco(COST)$  ‌‌$Kroger(KR)$  ‌may will have the short term benefit. If the crisi...