Why Governments Haven't Learned The Lessons Of Japan

The corporate bond market is huge and important, allowing U.S. companies to tap investors for much needed borrowing. But even as sales of bonds have been booming in recent years thanks to low interest...

18 Marras 202155min

This year has brought fresh awareness to the complexity of the semiconductor supply chain. Taiwan Semiconductor, the big manufacturer, has become a household name. But there's another giant that hardl...

15 Marras 202150min

Inflation is running at its fastest pace in over 30 years. And one upward contributor to it is higher food prices. There are all kinds of things going on within food, but over the last year we've seen...

11 Marras 202158min

These days, commodities around the world are on a tear. But earlier this year, there was a lot of fixation on one in particular: lumber. Lumber went absolutely parabolic in the spring before collapsin...

8 Marras 20211h

Inflation is elevated these days, and markets around the world are pricing in rate hikes. However, risk assets like stocks are doing just fine. There seems to be some presumption that any Fed rate-hik...

4 Marras 202155min

See omnystudio.com/listener for privacy information.

1 Marras 202157min

In recent weeks, the White House has attempted to make a greater effort to improve the functioning of supply chains. One effort includes getting the Port of Los Angeles, and the various companies who ...

28 Loka 20211h

Official inflation measures in the U.S. remain elevated and so, of course, this has a lot of people thinking about the 1970s. Not only was this the last time the U.S. had a sustained period of high in...

25 Loka 202159min