🥛 Three major macro forces 🌎️

🥛 Trump takes CEOs to China 🇨🇳

Trump traveled to Beijing for a two-day summit with Xi Jinping, bringing 16 CEOs with a combined net worth over $1T, with Boeing reportedly pursuing t

🥛 Trump’s Chinese field trip ✈️

Intel is reportedly building chips for Apple, with Intel stock up 5% and having tripled since late March amid the broader AI infrastructure rally. Pre

🥛 The Great Re-Industrialization 🏭

Milk Road Macro's May 7, 2026 edition covers NVIDIA and Corning's major partnership to build three new factories in NC and Texas, boosting optical con