WSJ July 23 Analysis: New Global Economic Landscape

This WSJ analysis reveals major global economic shifts: Musk's xAI raises $12B for AI infrastructure race, GM profits plunge 35% from tariff impact, US-Japan trade deal sets 15% reciprocal tariffs, China accelerates energy independence targeting peak oil consumption by 2027. Geopolitical risks intensify with North Korean cyber threats and Greenland disputes straining US-Europe ties. Markets show "uncertainty prosperity" with S&P 500 hitting records amid multiple challenges. Investors should seek opportunities in AI infrastructure, domestic manufacturing, clean energy while monitoring tariff impacts and geopolitical tensions.

Om Podcasten

Two CFA professionals crack open everyday’s Wall Street Journal, distilling the essential headlines, the biggest winners and losers. The show is conversational—no jargon, no rambling—but backed by decades of combined experience on the research desk and trading floor. Perfect for your commute, coffee break, or pre-market scan.