Bloomberg Daybreak: Asia Edition Nvidia Earnings, Inflation in Focus as Fed Drama Builds
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Aug 27, 2025 Robert Schein, Chief Investment Officer at Blanke Schein Wealth Management, shares insights on the implications of President Trump's influence on the Federal Reserve and the bullish sentiment in the markets despite geopolitical uncertainties. Kerry Craig, Global Market Strategist at JPMorgan Asset Management, discusses the mixed performance of Asian equities while investors await Nvidia's earnings for future guidance. They explore the steepening yield curve and its effects on market stability, inflation concerns, and the importance of corporate earnings.
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Fed Independence Is A Genuine Market Risk
- Political moves against Fed independence create real market tail risks by potentially reshaping policy.
- Robert Schein warns this is the most aggressive presidential interference he has seen and it matters for rates.
Easing Too Fast Can Rekindle Inflation
- Rapid easing risks re-igniting inflation as history shows when policy is loosened too fast.
- Schein says steepening Treasury curves reflect that inflation risk if the Fed moves dovish.
Read NVIDIA Guidance, Not Just Results
- Focus on NVIDIA's guidance, not just the current beat, to judge AI demand sustainability.
- Treat any weak guidance or China-sales caveats as a potential buying opportunity rather than a panic signal.