O TYM ODCINKU
Many client questions I received last week in California were laden with a sense of foreboding: third rail questions about the US Federal debt as ten year yields blow through the Bessent Maginot line, the elevated share of US market returns and growth attributable to AI, the sustainability of US equity markets close to all-time highs, Anthropic’s dire warnings about open weight models and cyber risks, rising stress in private credit and European deindustrialization.
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WYSZUKAJ MINIONE ODCINKI
Wyszukaj minione odcinki Eye On The Market.
INNE ODCINKI W TYM PODCASCIE
New York City now has one of the tightest housing markets since 1960.
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On the surface not much has changed since our last review two years ago.
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Salem’s Lot: an update on the Gulf War. Topics include international commodity price pass-throughs to the US, the limits of energy independence, Gulf temperatures and their relevance to US military options, the proposed Iranian toll on the Strait of Hormuz, the cost per payload of asymmetric warfar…
In this year’s EOTM Outlook by Michael Cembalest, we focus on four risks: US power generation constraints, China on its own, Taiwan and hyperscaler profits.
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Fighting Words. This year we look at energy arguments, battles and debates: the impact of data centers on power prices, the cost of solar plus storage as baseload power, the “primary energy fallacy” that ignores waste heat, the true cost of small modular reactors, Germany’s decision to shut down nu…
Zastrzeżenie: Podcast i grafika osadzone na tej stronie pochodzą z Michael Cembalest, który jest własnością jego właściciela i nie jest powiązany ani wspierany przez Listen Notes, Inc.
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