Global Markets with John Blank podkast

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

27.08.2026

Global Markets with John Blank

0:00

7:42

There are solid gains to knowledge workers. But smaller ones outside it.

Więcej odcinków z kanału "Global Markets with John Blank"

Tracking Recession Probabilities on the FRED Macro System.
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Polymarket odds for a 2027 recession? They rest at 35%.
Can Hyperscalers Keep Supporting the Market?
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After their latest Q3 earnings, we have questions.
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The Great U.S. Existing Home Mortgage Lock-In
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The average 30-year fixed U.S. mortgage rate sat at 3.11% in 2020 and 2.96% in 2021.
Is the "AI" Chip Stock Momentum Rally Over?
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If it is, what stocks are worth owning, now?
Generative "AI" Macro Data Shows U.S. Impacts
27.08.2026
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There are solid gains to knowledge workers. But smaller ones outside it.
Macro Takeaways from Apple Earnings
27.08.2026
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This AI Semi Chip Craze Will Cause Product Inflation
What is the Current U.S. Macro Set-Up?
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How can traders and investors position themselves?
Should You Worry? This AI Cap-Ex Boom is Bigger than 1999.
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Yes. There are strikingly similar themes in play
What Will the New Fed Chair Do?
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FOMC policy rates may well be the most important factor -- for stocks.
Time for a Summertime Stock Market Lull?
25.06.2026
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Let's take a closer look, into valuations & trader sentiment.

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