Christina Hooper predicts that Japanese investors will increase capital flows into their domestic bond market due to attractive yields.

Christina Hooper predicts that investors will increasingly seek to diversify their portfolios by adding exposure to the Chinese AI sector.

The supply of oil, natural gas, and helium is critical for the semiconductor and AI data center supply chains.

The closure of the Strait of Hormuz is creating inflationary pressures on commodities such as oil, natural gas, and helium.

Chinese technology companies have achieved approximately 90% of the AI development results seen in the U.S. for each yuan of capital expenditure, indicating a more efficient investment approach.

One month ago, Fed funds futures priced in a greater than 50% probability of at least one interest rate cut by the Federal Reserve.

China's control over the processing of rare earth elements, which are critical for U.S. technological innovation and semiconductor production, represents a significant point of leverage.

Increased investment by Japanese investors into their domestic bond market is expected to drive up yields on foreign bonds, such as U.S. Treasuries.

Large-scale investments in semiconductors and AI in South Korea could potentially cause inflationary issues and lead to an overheating economy.

According to the CME FedWatch tool, Fed funds futures currently indicate a more than 50% probability of at least one rate hike by the Federal Reserve.

The United States faces concerns about fiscal sustainability due to a large and growing fiscal deficit, exacerbated by the war in Iran.