The Biggest Risk for Markets in 2027

ASML has a complete monopoly on the machines that make the world's most advanced chips. Rich and Piers break down the new $400 million machine that could reshape the entire industry, and why TSMC held off buying them for years. Timestamps 0:00 AI, debt and why the stakes are so high 2:01 The yen carry trade, a history lesson from 1999 7:06 The 2024 unwind and what it means for markets now 12:01 Why the Bank of Japan's next move matters 32:17 ASML's new machine explained 37:20 Why Intel, TSMC and Samsung are racing to keep up 41:03 Oracle and Adobe earnings preview 📈 Catch more market commentary and insights on our channel. Subscribe ► https://www.youtube.com/@iguk_official?sub_confirmation=1 Find out more: https://upl.inc/k4gg8x Your capital is at risk. 69% of retail investors lose money when trading CFDs with this provider. You should consider whether you can afford to take the high risk of losing your money. #ASML #Semiconductors #TSMC #Intel #StockMarket #Investing