Global Markets with John Blank podcast

What is "AI" Cap-Ex Doing?

26/02/2026

Global Markets with John Blank

0:00

8:00

Beyond driving up GDP growth, what does this spending achieve?

D'autres épisodes de "Global Markets with John Blank"

Will Fed Policy Choices in 2026 Move Stocks Higher?
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The simple answer is "That's doubtful".
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A helpful insight: Zacks "Fair Value for the S&P500 is 7,064.
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What Happened to the U.S. Economy, after so much Policy Uncertainty?
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U.S. Policy Uncertainty has been very high -- for over a full year.
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The Iran Conflict Oil Price Shock is on everyone's minds.
What is "AI" Cap-Ex Doing?
26/02/2026
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Beyond driving up GDP growth, what does this spending achieve?
What is the "Great Rotation"?
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U.S. stock markets have been shifting, meaningfully.
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It says the labor market is cooling, at the least.
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The Decision-Maker's See a Rotation from Growth to Value.
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This is a trillion-dollar question, not a million-dollar question.
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It is Halloween. Should you be frightened, or not, by this rally?

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