Seeing the macro view for microchips

A look at the five long-term structural themes that we believe will affect the microchip industry.

Authors

Paul Diggle

Chief Economist

Luke Bartholomew

Deputy Chief Economist

Duration: 1 Min

Date: Aug 14, 2023

Next Steps

Featured Capabilities

We offer investment expertise across all key asset classes, regions and markets so that our clients can capture investment potential wherever it arises.

Global Macro Research27 min Read

Macro Bytes: Why are emerging markets cutting interest rates?

Paul Diggle speaks to Bob Gilhooly, senior EM economist, and Michael Langham, EM analyst, about the economic outlook across the emerging markets.

Oct 09, 2023

Global Macro Research1 min Read

The future of US dollar hegemony

Dissatisfaction with the USD may be on the rise in some parts of the world, but an alternative looks unlikely to emerge any time soon.

Sep 05, 2023

View all articles

Seeing the macro view for microchips

Next Steps

Featured Capabilities

Related articles

Macro Bytes: Why are emerging markets cutting interest rates?

The future of US dollar hegemony