We're stocking up

Oct 6, 2026 · 29m 24s
We're stocking up
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We got fresh data showing imports and inventory levels are up. Is it a sign of a strong economy, or a sign businesses are bracing for impact? In this episode,...

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We got fresh data showing imports and inventory levels are up. Is it a sign of a strong economy, or a sign businesses are bracing for impact? In this episode, AI remains a major driver of this strange economy. Plus: The U.S. is simultaneously importing and exporting a ton of semiconductors, the euro drops to a 17-month low, and monetary policy disproportionately impacts Black employment rates.
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