December 2025 Food Prices Surge With Sharp Meat and Coffee Inflation
Food prices jumped significantly in December 2025, driven by steep increases in meat and coffee costs.
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P&L Staff
Nvidia: The anatomy of a once-in-a-generation company
This report analyzes Nvidia's competitive advantages and financial engine to evaluate the core drivers of this once in a generation company.
Taiwan Commits $250B to Boost US Chip Production
Taiwan and the US finalize a trade deal cutting tariffs and investing heavily in semiconductor supply chains.
US-Taiwan Deal Targets Semiconductor Supply Chain Security
The US aims to relocate 40% of Taiwanese chip production to America to enhance supply chain resilience amid China tensions.
TSMC Boosts U.S. Chip Factory Investment Amid Strong AI Demand
TSMC increases capital spending nearly 40% to fast-track U.S. chip plants backed by new trade deal benefits.
Taiwan Secures US Trade Deal Amid Beijing's Strong Opposition
Taiwan wins reduced tariffs with the US, sparking Beijing's criticism and raising concerns at home.
Taiwan Pledges $250 Billion for US Semiconductor Expansion
Taiwanese chipmakers will invest $250 billion to boost US semiconductor production capacity under a new trade deal.
Mortgage Rates Near 6% as Growth Stays Resilient
Rates fall to 6.06% as retail sales stay firm, PPI cools, and China trade reroutes.
China’s Record $1.19T Surplus Signals Trade Rerouting
Exports shifted toward the EU and ASEAN as US shipments fell, raising 2026 trade-policy risks.
Mixed PPI, Strong Retail Sales Point to No-Landing Economy
Wholesale inflation stayed tame while retail sales beat estimates, reinforcing expectations the Fed holds rates in late January.