Global Markets with John Blank podcast

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.

Mais episódios de "Global Markets with John Blank"

The Great U.S. Existing Home Mortgage Lock-In
23/09/2026
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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?
23/09/2026
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If it is, what stocks are worth owning, now?
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Generative "AI" Macro Data Shows U.S. Impacts
27/08/2026
7:42
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?
30/07/2026
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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?
25/06/2026
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FOMC policy rates may well be the most important factor -- for stocks.
Time for a Summertime Stock Market Lull?
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Let's take a closer look, into valuations & trader sentiment.
"AI" Already Shifted the Manufacturing Landscape
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Manufacturers operate inside interesting technical times.
What Does Global Oil Shock Modeling Show Stock Traders?
28/05/2026
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The oil price future may not be like anything we have seen.

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