Show Notes
In this episode of Must Read Research on Global Research Unlocked, Candace Browning examines the rising price tag behind some of today’s biggest market themes. America’s annual interest bill has doubled to more than $1.2 trillion, while our Bubble Risk Indicator suggests the rotation from Technology into defensive stocks has reached historically extreme levels. We also explore why high gas prices are making coal economically competitive again in Europe, and how a $2.1 trillion data-center buildout is changing everything from power systems and cooling to construction and M&A.
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