The $1,300 Invoice, A Streaming Love Triangle, and The Gold Warning

Dear readers,

Yesterday, we discussed the massive bill corporate America is racking up to build the artificial intelligence infrastructure of the future. Today, we turn our attention to a bill that is arriving closer to home.

While the Dow Jones Industrial Average spent the session flirting with the psychological 50,000 milestone, the real economy began digesting a rather bitter pill. New data released this week suggests that the “economic nationalism” driving trade policy has a specific price tag, and it is landing squarely on the American kitchen table.

@ boerse-global.de