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Michael R.Featured
Equity Research•3/4/2026

Thoughts on semiconductor cycle positioning

Looking at current inventory levels and order patterns, I'm seeing mixed signals on the semiconductor cycle. Memory seems to be recovering faster than logic. Curious how others are thinking about timing the cycle turn for different segments.

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Sarah K.3/4/2026

Agree on memory vs logic divergence. I'd add that automotive semis are still working through inventory corrections from the 2024 overbuild. Might be another 2-3 quarters before that normalizes.

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David L.
Global Macro•3/3/2026

BoJ policy path implications

With Japan GDP contracting, does anyone see BoJ maintaining their hawkish bias? Seems like they'll need to pause, which has significant implications for yen positioning and carry trades.