We're stocking up
Summary
This episode examines rising U.S. trade deficits and inventory levels, attributing the surge in imports largely to data center construction and resilient consumer demand. It also explores the global semiconductor supply chain, noting that while the U.S. imports most chips, it retains significant profit through design leadership. A segment with economist E.J. Ume highlights how Black unemployment serves as a leading indicator for labor market shifts under Federal Reserve monetary policy. Additionally, the show covers France’s debt refinancing crisis amid political instability and features a …
Topics discussed
Sponsor: Pega AI platform
Marketplace intro and date
Trade deficit and inventory data
Report: AI and consumer demand driving imports
Wall Street: Skydance ticker and market highs
Report: Global semiconductor supply chain
Interview: Black unemployment as economic bellwether
Clocked Out: Sarah Wallace on career break
Market numbers and Instagram anniversary
Sponsor: Pega AI platform
Report: France debt crisis and euro weakness
Clocked Out: Jordan DeSalva on post-athlete life
Record financial bonuses and credits
Donation appeal
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