Why U.S. Efforts to Regain Chip Dominance Are Uphill
The American semiconductor industry ceded the lead to Asian rivals long ago, and now it is scrambling to catch up.
Tag: Joe Biden
Newsmakers
If the GOP Wins Congress, What Would That Mean for Investors?
Odds are strong that Republicans will prevail in the midterms. Look out IRS and SEC.
The Trade Mess Is Improved, But Don’t Get Too Comfortable
While the armadas of container ships waiting for berths have shrunk, other problems lurk for cargo transport.
Newsmakers
ECB: Most European Banks Don’t Measure Climate Risk
Most lenders fail to consider possible environmental threats when making loans, a central bank study says.
Will US Allocators Stay the Course on Chinese Investments?
China’s drawbacks are prompting some hard thinking among American institutions, but the country’s allure remains potent.
Regulation
Biden Digital Asset Executive Order Aims to Tame Crypto
White House provides guidelines that seek to harness the positive aspects of crypto while mitigating its abuse.
Risk
Just How Would a Ukraine War Affect Stocks?
History says it wouldn’t be so bad, per LPL’s Detrick—but his stats show it’s worse when the US ends up in a conflict.
Risk
Savant Bob Doll’s 10 Predictions for 2022
The Crossmark CIO sees a more challenging year ahead, and reviews his hits and misses from 2021.
How a Chinese Takeover of Taiwan Would Affect Investments
The chip-dependent global economy would take a hit. But maybe Beijing could at least do the deed sneakily, with no war. Think Hong Kong.
Newsmakers
Powell’s Stock Market Performance: So-So Versus Fed Peers
Of all 16 Federal Reserve chiefs, the current one—who may or may not get a second term—is No. 7 in Dow returns, says CFRA.
What’s Both Cool and Hot? Wind and Solar Power Investments, Allocators Say
Seeing lush future profits, institutions are diligently investing in these two renewable energy sources.
Alternatives
Wells Fargo: Ax Natural Gas Too Early and the Green Energy Agenda Suffers
Gas, touted as the bridge between fossil fuels and renewables, is vital to ensure a smooth shift, a report argues.
Regulation
Powell or Brainard? The Next Fed Chair Makes Little Difference, Wells Fargo Says
Some see big contrasts between the Republican incumbent and his reputed rival.
Asset Allocation
Jerome Powell Won’t Get a 2nd Term as Fed Head, Says JPM Economist
The Democrats’ left wing will want a kindred spirit, rather than the GOP-appointed incumbent, Michael Feroli thinks.
You Think M&A Is Hot Now? Wait for the Tax Effect, Says Schwarzman
Blackstone chief sees Biden’s planned boost for the capital gains levy as spurring more deals.