Charles-Henry Monchau's Comment & Analysis
A complete archive of Charles-Henry Monchau's articles, including current analysis & comment.
Investors flock to real assets as fiat erosion fears mount, AI isn’t just eating the world — it’s devouring electricity, with energy demand set to surge faster than many power grids...
A $100,000 fee per foreign hire is the new cost structure under the revised H-1B regulation, a policy shift that’s turning Silicon Valley’s talent pipeline into an expensive gamble.
Unemployment in...
Last Thursday’s modest pullback on Wall Street wasn’t driven by weak US macro data; quite the opposite. Economic releases surprised to the upside across the board. Initial jobless claims dropped to...
Revolut recently launched a secondary share sale, leading to a staggering new valuation of US$75 billion. This milestone strengthens its position among the world’s leading neobanks and signals a new...
The market déjà vu is real: after 164 trading days, the S&P 500 is up 10%—exactly the same gain seen at this point in Trump’s first term.
The Fed delivered its first rate cut since the end of...
As President Trump’s tariffs trigger a wave of financial and diplomatic disputes, Asia’s largest powers are reassessing their alliances and strategic priorities, signalling a significant shift from...
1. US Inflation Numbers Open the Door to a Rate Cut This Month
US inflation ticked higher in August, with headline CPI rising to 2.9%, the highest since January, and Core CPI holding at 3.1%....
America’s nest eggs are taking a risky turn. For the first time, ordinary Americans’ 401(k) plans—the backbone of retirement security for more than 60 million people—are being...
For the first time in the last 4 years, the number of unemployed people exceeds the number of job openings in the US. This change underlines significant slowdown in labour demand creating a stark...
Buy-and-hold strategies with life-long holding periods have the potential to create a veritable fortune. This article explores how Ronald Read, a seemingly unassuming janitor taught himself how to...