Generative "AI" Macro Data Shows U.S. Impacts
There are solid gains to knowledge workers. But smaller ones outside it.
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John Blank, the Chief Equity Strategist at Zacks Investment Research, takes a look at current market, economic, and industry trends going on around the world.
Episodes
20 of 108 episodesMacro Takeaways from Apple Earnings
This AI Semi Chip Craze Will Cause Product Inflation
What is the Current U.S. Macro Set-Up?
How can traders and investors position themselves?
Should You Worry? This AI Cap-Ex Boom is Bigger than 1999.
Yes. There are strikingly similar themes in play
What Will the New Fed Chair Do?
FOMC policy rates may well be the most important factor -- for stocks.
Time for a Summertime Stock Market Lull?
Let's take a closer look, into valuations & trader sentiment.
"AI" Already Shifted the Manufacturing Landscape
Manufacturers operate inside interesting technical times.
What Does Global Oil Shock Modeling Show Stock Traders?
The oil price future may not be like anything we have seen.
Will Fed Policy Choices in 2026 Move Stocks Higher?
The simple answer is "That's doubtful".
Do You Buy or Sell Stocks, When the S&P500 Hits a New Record?
A helpful insight: Zacks "Fair Value for the S&P500 is 7,064.
What Happened to the U.S. Economy, after so much Policy Uncertainty?
U.S. Policy Uncertainty has been very high -- for over a full year.
How High Can Oil & Gasoline Prices Go?
The Iran Conflict Oil Price Shock is on everyone's minds.
What is "AI" Cap-Ex Doing?
Beyond driving up GDP growth, what does this spending achieve?
What is the "Great Rotation"?
U.S. stock markets have been shifting, meaningfully.
What Does "Work-From-Home" Data Say About the U.S. economy?
It says the labor market is cooling, at the least.
What Do CIO's Think About Stock Returns Across 2026?
The Decision-Maker's See a Rotation from Growth to Value.
Does a Weak Jobs Market Mean the US Economy is in Recession?
This is a trillion-dollar question, not a million-dollar question.
Balancing Bull and Bear Views
It is Halloween. Should you be frightened, or not, by this rally?
Why is the U.S. Unemployment Rate Rising in 2025?
Who wishes for a pat answer, to that question? Both the Fed and Stock Traders
Will Fresh Fed Rate Cuts Lift Stocks?
Liquidity is a Major Force in All Risk Markets.