My Joyful Duo
Amazon has launched its first Global Warehousing and Distribution centre in China, shifting focus from consumer sales to supporting Chinese manufacturers. The hub lets sellers store inventory near factories, move goods in bulk, and clear customs before shipping to the U.S., cutting domestic storage costs by roughly 45%. By integrating this infrastructure with its extensive U.S. fulfillment network, Amazon offers faster, more predictable delivery than low‑cost rivals like Temu and Shein. The move aims to lock sellers into Amazon’s ecosystem as policy changes erode the de‑minimis duty‑free advantage.
Ratio Charts Update
Ratio charts have highlighted divergent trends between precious metals and equities, with gold’s recent surge versus the dollar index now reversing. The NASDAQ remains markedly overvalued relative to the money supply, while oil’s long‑term ratio stays bearish despite short‑term strength....