• Gas prices up 50% in summer, house pricing boom, FAANG stocks diverge, and rare Earth metals for semiconductors in high demand

  • Jun 22 2021
  • Duración: 28 m
  • Podcast

Gas prices up 50% in summer, house pricing boom, FAANG stocks diverge, and rare Earth metals for semiconductors in high demand

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  • Gas prices up 50% in summer, house pricing boom, FANG stocks diverge, and rare Earth metals for semiconductors in high demand. Gas prices rising faster because of inflation and supply constraints. The house pricing boom is pushing central banks to consider raising borrowing costs (interest rates). FAANG stocks diverge because of economic reopening and earnings expectations affected by inflation. Taiwan Semiconductor Manufacturer (Ticker: TSM) is the most valued company in the semiconductor industry at $600B market cap.
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