Tag
#Brookings
Markets
Trump's China summit drags Taiwan chip risk into the AI trade
Trump advisers' warning on Taiwan matters for markets because TSMC still anchors the advanced-chip capacity behind the AI trade despite US reshoring.
By Sloane Carrington
Economy
US debt milestone matters more as higher yields lift financing costs
Crossing 100 per cent of GDP is a useful hook, but the sharper macro question is how higher yields, stickier inflation and slower growth are lifting Washington's financing bill.
By Helena Brandt
