Oil, Chips, and the Dollar

Markets keep acting cheerful in places where the macro backdrop really doesn't. Oil is still expensive, semis look stretched and jittery, and a bunch of big economic reports are about to test how much of this rally is sturdy and how much is vibes.War-driven oil pricesThe rally versus the macro backdropSemiconductor volatility warningHow traders are adaptingBusiness investment and data-center frictionAI and software incumbentsWhy the dollar still has supportThe data that could shake things looseWhat ties it all togetherThis podcast was created with Podkey. Make your own at https://podkey.fm