October 8, 2026 | The Chip Boom, the Fed's Rate Warning and Japan's Cost Squeeze

American Morning Business Brief · Oct 8, 2026 · 39m

AI hosts Emmet and Grace examine the tension between the chip boom and the cost of financing it. Fresh results and guidance from Taiwan and South Korea put the scale of technology investment in focus. In the United States, Christopher Waller's latest remarks and newly released Fed minutes sharpen the debate over inflation, future rate increases and the timing of productivity gains. The conversation also examines housing finance and a new survey of Japanese companies concerned about energy, currencies and borrowing costs. Includes dated market benchmarks and the economic calendar, with clear…