The Macro Implications of Chipflation

Published on April 2, 2026

Rising demand for critical microelectronics, bolstered by AI capex and defense spending, is driving semiconductor prices higher and posing upside risks to global goods inflation.

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US Department of Labor, National Science Foundation announce collaborative efforts on AI workforce, TechAccess Initiative

April 2, 2026
WASHINGTON – The U.S. Department of Labor today announced the signing of a Memorandum of Understanding with the National Science Foundation to advance workforce development efforts related to artificial intelligence. The MOU solidifies the department’s formal partnership with the NSF on the TechAccess: AI-Ready America initiative, a newly launched national effort led by NSF to expand access to AI

Advisor Sentiment Index: The Ever-Optimistic Financial Advisor

April 2, 2026
For most advisors, the long-term outlook always looks good. But according to this month’s WMIQ Advisor Sentiment Index, they are increasingly pessimistic about both the markets and the economy in the coming months.