Check out the accompanying pdf and chart collection. (1) Semiconductor shortages still plaguing auto companies. (2) Imbalance of semi supply and demand may drag into 2022. (3) SIA reports positive worldwide sales in June. (4) Semi companies forecast to grow earnings in 2022 even after a blowout 2021. (5) Delta puts everyone on high alert. (6) Drivers clogging the roads. (7) Hotel occupancy has recovered, but not fully. (8) Expect to use a digital yuan at the Winter Olympics. (9) EU and Japan already testing digital currency. (10) Fed still studying digital dollar.
End of free preview
Ed's complete analysis, every chart linked, and the archive back to 2009.
Individual investor? Ed's QuickTakes are available for personal use at yardeniquicktakes.com →