Compounding exposure
From Economy Watch by Interest.co.nz / Podcasts NZ, David Chaston, Gareth Vaughan, interest.co.nz
April 30, 2026 · 6 min · Episode 1794
About this episode
The episode discusses the impact of AI on tech profits, recent inflation data in the US, and economic performance in Japan and Taiwan, along with the ECB's decisions.
Tech profits zoom on AI payoff. US PCE inflation up with spending up more than incomes. Japan data solid. Taiwan again excels. ECB holds.
People in this episode
Hosts: David Chaston, Gareth Vaughan
Topics covered
- AI profits
- inflation
- consumer spending
- economic data
- central banks
Keywords
- AI
- inflation
- US PCE
- Japan data
- Taiwan
- ECB
- economic performance
Mentioned in this episode
Organizations: Interest.co.nz, Podcasts NZ, ECB
Places: US, Japan, Taiwan
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