2022-05-30 09:32:00 Monday ET
The new semiconductor microchip demand-supply imbalance remains quite severe for the U.S. tech and auto industries. Our current fundamental macro a
2018-05-25 07:30:00 Friday ET
President Trump introduces $50 billion tariffs on Chinese products and new limits on Chinese high-tech investments in America. This new round of tariffs
2024-01-31 14:33:00 Wednesday ET
The new world order of trade helps accomplish non-economic policy goals such as national security and technological dominance. To the extent that freer
2017-07-13 08:35:00 Thursday ET
President Donald Trump has announced that a major Apple iPhone upstream supplier, Foxconn Technology Group (aka Hon Hai Precision Group), will invest $10 bi
2020-11-01 11:21:00 Sunday ET
Artificial intelligence continues to push boundaries for several tech titans to sustain their central disruptive innovations, competitive moats, and first-m
2018-10-03 11:37:00 Wednesday ET
Fed Chair Jerome Powell sees a remarkably positive outlook for the U.S. economy right after the recent interest rate hike as of September 2018. He humbly su