Category: Chart Of The Day
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Semiconductor Industry FDI, by destination #chartoftheday (via @rhodium_group) China’s share of semiconductor FDI fell to 1% in 2022, from 48% in 2018. Meanwhile, US share grew to 37%, from 0% over the period. India, Singapore, and Malaysia combined share grew to 38%, from 10%.
Semiconductor Industry FDI, by destination #chartoftheday (via @rhodium_group) China’s share of semiconductor FDI fell to 1% in 2022, from 48% in 2018. Meanwhile, US share grew to 37%, from 0% over the period. India, Singapore, and Malaysia combined share grew to 38%, from 10%.
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New Passenger Car Sales in Norway #chartoftheday (via @robbie_andrew) A whopping 87% of September’s new car registrations in Norway were battery electric. Only 2.3% did not have an electric motor (pure petrol or diesel ICE) .
New Passenger Car Sales in Norway #chartoftheday (via @robbie_andrew) A whopping 87% of September’s new car registrations in Norway were battery electric. Only 2.3% did not have an electric motor (pure petrol or diesel ICE) .
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Change in Bank Deposits from Peak #chartoftheday (via @KobeissiLetter) US Banks have lost a record-breaking $870bn in deposits since the Fed started raising rates (~$2.5bn per day) . Meanwhile, money market funds have seen nearly $1 trillion of inflows over the last year.
Change in Bank Deposits from Peak #chartoftheday (via @KobeissiLetter) US Banks have lost a record-breaking $870bn in deposits since the Fed started raising rates (~$2.5bn per day) . Meanwhile, money market funds have seen nearly $1 trillion of inflows over the last year.
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US Housing Affordability #chartoftheday (via @charliebilello) US housing affordability is worse today than the peak of the last housing bubble. The median American household would need to spend 43.8% of their income to afford the median priced home, a record high.
US Housing Affordability #chartoftheday (via @charliebilello) US housing affordability is worse today than the peak of the last housing bubble. The median American household would need to spend 43.8% of their income to afford the median priced home, a record high.
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US Interest Payments #chartoftheday (via @KobeissiLetter) US net interest payments as part of government receipts have reached 15%. This has doubled over the last 2 years. The US is about to see its first year with $1 trillion+ in interest expense, ever.
US Interest Payments #chartoftheday (via @KobeissiLetter) US net interest payments as part of government receipts have reached 15%. This has doubled over the last 2 years. The US is about to see its first year with $1 trillion+ in interest expense, ever.
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Motor Vehicle Production #chartoftheday (via @WalleJean) Since 1990, China has grown its share of world output from 1% to 32%. Meanwhile US share of motor vehicle production has fallen to 12% in 2022. China also dominates EV manufacturing with 59% of world output in 2022.
Motor Vehicle Production #chartoftheday (via @WalleJean) Since 1990, China has grown its share of world output from 1% to 32%. Meanwhile US share of motor vehicle production has fallen to 12% in 2022. China also dominates EV manufacturing with 59% of world output in 2022.
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Semiconductor Industry FDI, by destination #chartoftheday (via @rhodium_group) China’s share of semiconductor FDI fell to 1% in 2022, from 48% in 2018. Meanwhile, US share grew to 37%, from 0% over the period. India, Singapore, and Malaysia combined share grew to 38%, from 10%.
Semiconductor Industry FDI, by destination #chartoftheday (via @rhodium_group) China’s share of semiconductor FDI fell to 1% in 2022, from 48% in 2018. Meanwhile, US share grew to 37%, from 0% over the period. India, Singapore, and Malaysia combined share grew to 38%, from 10%.
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Semiconductor Industry FDI, by destination #chartoftheday (via @rhodium_group) China’s share of semiconductor FDI fell to 1% in 2022, from 48% in 2018. Meanwhile, US share grew to 37%, from 0% over the period. India, Singapore, and Malaysia combined share grew to 38%, from 10%.
Semiconductor Industry FDI, by destination #chartoftheday (via @rhodium_group) China’s share of semiconductor FDI fell to 1% in 2022, from 48% in 2018. Meanwhile, US share grew to 37%, from 0% over the period. India, Singapore, and Malaysia combined share grew to 38%, from 10%.
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Energy Transition Metals Supply Chain Concentration #chartoftheday (via @marketplunger1) The world relies on China’s metals midstream processing capacity – Phosphate (42%), Aluminum (57%), Copper (45%), Nickel (36%), Lithium (93%), and Cobalt (71%) midstream processing.
Energy Transition Metals Supply Chain Concentration #chartoftheday (via @marketplunger1) The world relies on China’s metals midstream processing capacity – Phosphate (42%), Aluminum (57%), Copper (45%), Nickel (36%), Lithium (93%), and Cobalt (71%) midstream processing.
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FDI Expenditures in the US #chartoftheday (via @rhodium_group) Chinese FDI in the US has fallen from $46 billion in 2016 to under $5 billion in 2022. China has gone from a top five US investor to a second-tier player surpassed by countries such as Qatar, Spain, and Norway.
FDI Expenditures in the US #chartoftheday (via @rhodium_group) Chinese FDI in the US has fallen from $46 billion in 2016 to under $5 billion in 2022. China has gone from a top five US investor to a second-tier player surpassed by countries such as Qatar, Spain, and Norway.