Silicon Volatility and Tariff Wars: How AI and Debt Strains Are Reshaping Markets
This episode explores the interconnected forces reshaping global markets, from moderating U.S. inflation and soaring Treasury yields to escalating trade friction between Washington and Beijing over drone tariffs. We examine how the artificial intelligence revolution is driving record valuations for chipmakers and massive power infrastructure investments in India, while contrasting China's downstream AI monetization with persistent domestic consumer weakness. Finally, we dissect Japan's monetary policy crossroads as the Bank of Japan balances currency pressures, exporter margins, and domestic…
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