Supply chains have rarely been in the public consciousness as much as they are presently. In particular, the shortages afflicting the global semiconductor supply chain have been common fodder for headlines this year. The pandemic shutdowns and spiking demand from the sharp economic recovery has strained even the most sophisticated, resilient supply chain. But for semiconductors, there is a flourishing underlying trend that is driving the shortages and pushing investments all through the industry.Comments Off on Who ate all the chips? Taking a closer look at the semiconductor supply chain.
While investors watch the debt ceiling drama unfold in Washington, Brian Levitt explores what the 2011 and 2013 debt debates meant for U.S. stocks.Comments Off on Debt ceiling drama: What could it mean for U.S. stocks?
Weekly Market Compass: What could help stocks scale the looming wall of worry? Kristina Hooper explains what’s supporting the wall and what catalyst could help.Comments Off on Markets look for a foothold to climb the ‘wall of worry’
Despite the weakening in global leading economic indicators, our framework still points toward an expansionary regime. Find out why from Alessio De Longis in this month’s tactical asset allocation update.Comments Off on Tactical asset allocation update: September 2021