Markets Briefing: Week of May 2May 7, 2022
As inflation soars, the Fed tightens the screws – and markets balk; the real economy weathers the storm better than most; both government and private sector double down on EV supply chains.
Markets Briefing: Week of April 18April 23, 2022
With recession alarms blaring, supply-side solutions remain elusive; the world writes off streaming even as Netflix's revenue grows; Chinese companies target European listings; and the Dutch bet big on photonics while the US-South Korea battery alliance hits rocky waters.
Markets Briefing: Week of April 11April 16, 2022
China's CNOOC grows wary of the US, but not of a global footprint; GM and Glencore announce a flashy new supply partnership; and Beijing signals that there's more intervention in capital markets ahead.