AI Story Isn't Dead: Lovell
Original Report
Nadia Lovell, Head of Global Equity Strategy at UBS Global Wealth, is still constructive on the US and areas in tech that will be beneficiaries of capex spending. She speaks to Bloomberg's Dani...
Nadia Lovell, Head of Global Equity Strategy at UBS Global Wealth, is still constructive on the US and areas in tech that will be beneficiaries of capex spending. She speaks to Bloomberg's Dani Burger on 'Open Interest.' (Source: Bloomberg)
Glass House Analysis
International economic policy has concrete impacts far beyond diplomatic circles. Tariffs show up in the price of goods at stores, supply chain disruptions affect whether products are on shelves, and trade tensions can mean job losses in export-dependent industries. The globalized economy means that decisions made abroad can affect workers and consumers domestically.
The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.
Enjoyed this analysis?
Get the Glass House Briefing every morning—market news that actually makes sense, delivered free to your inbox.
No spam. Unsubscribe anytime.
More Stories
Zuckerberg testimony: Some users lie about age when signing up for Instagram
Meta CEO Mark Zuckerberg took the stand in a closely watched social media and safety trial that could reshape the industry.
FDA agrees to review Moderna’s mRNA flu vaccine application in a reversal
The FDA is slated to make a decision on the flu shot on Aug. 5, which will allow Moderna to make the vaccine available for the upcoming influenza season.
Why Nvidia’s deal with Meta is an ‘Intel killer,’ according to this analyst
The use of Nvidia CPUs could signal a significant shift toward Arm-based chips in the data center.
Les Wexner says 'diabolical' Jeffrey Epstein 'duped' him, denies wrongdoing
Wexner, the retired founder of Victoria's Secret ex-parent L Brands, has long faced scrutiny over his personal and financial relationships with Epstein.