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Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.
The Blob: Capital, China, Chips, Chicago and Chilliwack
Eye On The Market
27 minutes
1 month ago
The Blob: Capital, China, Chips, Chicago and Chilliwack
In this piece, we look at the AI and data center takeover, and the OpenAI-Oracle deal; the US government equity investment in Intel, the origins of TSMC and how many countries support national champions via industrial policy; efforts in China to reduce excess capacity and consequences for equity investors; crime and municipal solvency in Chicago and Illinois; how tight net new equity supply has been supporting US equity markets since 2011; and pictures from Chilliwack, Canada.
View video here
Eye On The Market
Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.
