Thursday, June 03, 2021

Data Revisions + GeoPolitics Leave Taiwan Unsure Where Outbreaks and Fabs Are Heading

Why is Taiwan's Tech Titan betting on the Desert here in Arizona?
TSMC says has begun construction at its Arizona chip factory site | Reuters

Off-Shoring to Inland Ports (or Safe Havens?)

 

No comments:

Mohamed A. El-Erian @elerianm Per Bloomberg: “Global credit markets are running at their hottest in two decades….

Yield premiums on corporate debt have narrowed to 103 basis points, the least since June 2007 amid a resilient economic outlook.” #economy ...