What is "AI" Cap-Ex Doing?

Więcej odcinków z kanału "Global Markets with John Blank"

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  Will Fed Policy Choices in 2026 Move Stocks Higher?

  16.04.2026

  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?

  16.04.2026

  6:29

  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?

  26.03.2026

  12:00

  U.S. Policy Uncertainty has been very high -- for over a full year.
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  How High Can Oil & Gasoline Prices Go?

  26.03.2026

  9:05

  The Iran Conflict Oil Price Shock is on everyone's minds.
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  What is "AI" Cap-Ex Doing?

  26.02.2026

  8:00

  Beyond driving up GDP growth, what does this spending achieve?
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  What is the "Great Rotation"?

  26.02.2026

  8:54

  U.S. stock markets have been shifting, meaningfully.
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  What Does "Work-From-Home" Data Say About the U.S. economy?

  20.11.2025

  7:54

  It says the labor market is cooling, at the least.
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  What Do CIO's Think About Stock Returns Across 2026?

  20.11.2025

  5:03

  The Decision-Maker's See a Rotation from Growth to Value.
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  Does a Weak Jobs Market Mean the US Economy is in Recession?

  30.10.2025

  9:22

  This is a trillion-dollar question, not a million-dollar question.
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  Balancing Bull and Bear Views

  30.10.2025

  7:46

  It is Halloween. Should you be frightened, or not, by this rally?