Sophie C
1.9K posts
Sophie C
@sophieanalytics
Just here making sense of all the data chaos.
$ASPI Fibonacci Extension Targets Assuming the correction from $14.5 to ~$4.0 completed and a new impulse leg has begun: 100% retrace $14.50 extension 1.618 $24–28 extension 2.618 $40–50 My greeeedy target is 3.5x from here: target 20USD #uranium #nuclear
Ex-NASA robotics chief argues the US is too focused on humanoid robots optimized for narrow, controlled conditions rather than affordable, adaptable ones like China. He calls for robotics industrial policy, like a “manufacturing deployment” tax incentive. fortune.com/2026/05/23/hum…
St. Louis Fed economists Manu Garcia and Carlos Garriga analyze over 30 million home purchase mortgage applications from 2018-2024 to identify what determines mortgage denial bit.ly/4nYsmKQ
"Trade Restrictions, Trade Policy Uncertainty and FDI Flows" cepr.org/publications/d… "trade restrictions and trade policy uncertainty in host countries generate economically significant and persistent declines in bilateral FDI inflows" Highly relevant in the US today.
Korea – ticking four boxes for a hike The BOK's main considerations for policy are growth, inflation, KRW and housing. Three were already pointing to hikes, and tomorrow the bank is likely to raise expected growth above potential too. That makes a rate hike likely. The risk is it still just a bit too early. eastasiaecon.com/kr-taking-stoc…
Dependency and Elasticity May Pressure Metals in 2H Silver and aluminum, the top-performing metals over the past year, may struggle to sustain momentum into year-end if the US stock market weakens. Both are industrial metals, especially compared with gold, which has increased its monetary status among metals. Full report on the Bloomberg here: blinks.bloomberg.com/news/stories/t… {BI COMD} #metals #silver #aluminum #gold #copper @BBGIntelligence
Hello. Reminder as you think about compliant on and off ramps etc: @Airwallex is not a payments app layered on top of existing rails. It is a vertically integrated global financial infrastructure company that spent ~10 years building (and licensing) its own proprietary money-movement network from scratch. It owns the end-to-end stack in a way that most US fintechs simply don’t because building that outside the US is brutally hard and capital-intensive.
A DGTR-backed report estimates India can save about $3 billion annually in foreign exchange if the Finance Ministry imposes pending anti-dumping duties on imported goods. The recommendations cover 56 products, including chemicals, industrial goods, fibres, polymers, and feedstock, many imported at low prices from China. The study estimates annual savings of ₹28,540 crore, while the economic loss to domestic industry from non-implementation is pegged at ₹11,938 crore. India has implemented only 59.5% of DGTR recommendations since 2020. The report argues anti-dumping duties protect domestic manufacturing, reduce dependence on cheap imports, and have minimal impact on inflation, contributing only fractions of a basis point.