October 8, 2026 | The Chip Boom, the Fed's Rate Warning and Japan's Cost Squeeze

AI hosts Emmet and Grace examine the tension between the chip boom and the cost of financing it. Fresh results and guidance from Taiwan and South Korea put the scale of technology investment in focus. In the United States, Christopher Waller's latest remarks and newly released Fed minutes sharpen the debate over inflation, future rate increases and the timing of productivity gains. The conversation also examines housing finance and a new survey of Japanese companies concerned about energy, currencies and borrowing costs. Includes dated market benchmarks and the economic calendar, with clear distinctions between reported results, company estimates and hypothetical examples. Research cutoff 5.00 a.m. Eastern on October 8, 2026. Sources https://www.federalreserve.gov/newsevents/pressreleases/monetary20260916a.htm https://www.federalreserve.gov/releases/h15/ https://home.treasury.gov/resource-center/data-chart-center/interest-rates/TextView?field_tdr_date_value=2026&type=daily_treasury_yield_curve https://apnews.com/article/00ad8ec13f0265ac3c41a0d9d7fdb265 https://www.federalreserve.gov/releases/h10/current/ https://www.freddiemac.com/pmms https://www.reuters.com/world/china/global-mar