An Extended Breakdown of the Fed and Banks (Podcast)
Bloomberg Intelligence
00:00
The Future of Chips
Margie Patel: We're thinking in the back half of the year that we should see the excess inventory be largely worked off and then looking for a pickup in demand as we get in the second half. Paul Sweeney: Have we actually seen businesses across, you know, sectors really start to re-shore some of this stuff? Yes, we have. But we think that's a permanent change. A permanent swing away from particularly sourcing from China. All right, Margie, thank you so much. You can always catch us worldwide at Bloomberg Radio.
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