Should You Worry? This AI Cap-Ex Boom is Bigger than 1999.

Flere episoder fra "Global Markets with John Blank"

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  Generative "AI" Macro Data Shows U.S. Impacts

  27.8.2026

  7:42

  There are solid gains to knowledge workers. But smaller ones outside it.
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  Macro Takeaways from Apple Earnings

  27.8.2026

  7:36

  This AI Semi Chip Craze Will Cause Product Inflation
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  What is the Current U.S. Macro Set-Up?

  30.7.2026

  9:31

  How can traders and investors position themselves?
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  Should You Worry? This AI Cap-Ex Boom is Bigger than 1999.

  30.7.2026

  7:44

  Yes. There are strikingly similar themes in play
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  What Will the New Fed Chair Do?

  25.6.2026

  8:46

  FOMC policy rates may well be the most important factor -- for stocks.
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  Time for a Summertime Stock Market Lull?

  25.6.2026

  9:20

  Let's take a closer look, into valuations & trader sentiment.
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  "AI" Already Shifted the Manufacturing Landscape

  28.5.2026

  9:17

  Manufacturers operate inside interesting technical times.
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  What Does Global Oil Shock Modeling Show Stock Traders?

  28.5.2026

  8:42

  The oil price future may not be like anything we have seen.
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  Will Fed Policy Choices in 2026 Move Stocks Higher?

  16.4.2026

  8:35

  The simple answer is "That's doubtful".
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  Do You Buy or Sell Stocks, When the S&P500 Hits a New Record?

  16.4.2026

  6:29

  A helpful insight: Zacks "Fair Value for the S&P500 is 7,064.