Jason Furman on Red-Hot Inflation and What To Do About It
Inflation is hot. You can debate why that is, or how long it will last, or who is to blame, or whether elevated inflation is a worthwhile price to pay for a fast recovery. But, regardless, it exists. ...
22 Nov 202149min
Here's Why It's So Hard to Fix the Corporate Bond Market
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 Nov 202155min
ASML, the Obscure Powerhouse at the Cutting Edge of Chip Technology
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 Nov 202150min
This Is the Perfect Storm That Caused Grain Prices To Soar
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 Nov 202158min
Stinson Dean on the Lumber Crash That Followed the Boom
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 Nov 20211h
Citi’s Matt King on Why Inflation Isn’t Transitory and the Fed May Induce a Recession
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 Nov 202155min
This Is How They Could Literally Mint a Trillion Dollar Coin
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1 Nov 202157min
Craig Fuller on the Huge Challenge of Getting the Ports To Operate 24/7
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 Okt 20211h
