Frank Lee

Lori Calvasina, head of US Equity Strategy at RBC Capital Markets, shares insights on S&P 500 forecasts amid Fed uncertainty. Bob Michele, CIO at JPMorgan, discusses the potential impacts of tariffs on US companies and speculates on the future of Fed Chair Jay Powell. Meanwhile, Frank Lee, a semiconductor expert, explores the booming AI investment landscape and the complex dynamics of the global semiconductor market. Together, they tackle the evolving challenges in the equity market, monetary policy, and technology's role in shaping economic growth.

Frank Lee, HSBC semiconductor strategist, breaks down Intel’s execution gaps, foundry ambitions, and advanced packaging prospects. Terry Haines, founder of Pangaea Policy, parses geopolitical maneuvers around Greenland, US-China tensions, and trade risks. Short, punchy takes on chips, supply chains, and the shifting geopolitics reshaping markets.