Life on the Edge

The next Morning Briefing will be sent on Tuesday, February 20. (1) Will the cloud lose to the edge? (2) More devices connected to the Internet. (3) Every millisecond counts. (4) Disrupting the disruptors. (5) Internet of Things requires lots of semiconductors. (6) Powell won’t take the punch bowl away, but he won’t be adding any more punch. (7) The value of the trade-weighted dollar is mostly determined by relative growth of US to the rest of the world. (8) ECB seeing expansion rather than recovery in Eurozone. (9) Chinese currency has been strong. (10) The dollar has its ups and downs.