Peter Zeihan: The Semiconductor Frontier
We’ve discussed how essential semiconductors are in our increasingly technological world, so here’s an update on ASML’s new High-NA EUV lithography machines. ASML already builds…
Thought Leader: Peter Zeihan
The Shutdown Isn’t the Only Threat to the Economy
By Sheila Bair (original source The New York Times)
“The momentum behind the American economy is strong. In 2018, unemployment hit its lowest rate in 49 years, 3.7 percent. Real wages were (finally) increasing and inflation remained muted. In 2019, growth is projected to slow but still remain above 2 percent.
Yet risks abound. The trade war and the escalating drama over the government shutdown threaten growth. Meanwhile, the Federal Reserve’s inaugural Financial Stability Report, an early warning system for the financial markets, recently highlighted the vulnerabilities created by investors who show a “high tolerance for risk-taking” in the market for corporate debt. The economy’s continued health will hinge on whether big Wall Street banks can withstand shocks caused by these or other threats and continue lending.”
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Erika Ayers Badan: Gen Z and Knowing When to Quit
Alright we are back with the WORK Net/Net. Here’s what we’ve got: Gen Z isn’t into you as their boss, whatever project you have them…
Thought Leader: Erika Ayers Badan
Mark Esper on U.S. Strikes Against Alleged Drug Traffickers
Mark Esper weighs in on the Trump Administration’s continued military strikes against alleged Venezuelan drug traffickers and says: “I’d want to unravel the network, not…
Thought Leader: Mark Esper
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Sheila Bair: Give Community Banks Room to Breathe
Thought Leader: Sheila Bair
