Bloomberg Surveillance
Markets Pricing in Early Trump Policy
Jan 21, 2025
Lori Calvasina, Chief US Equity Strategist at RBC Capital Markets, shares her expertise on current market trends and investment strategies. She delves into the impact of anticipated interest rate hikes by the Federal Reserve on emerging markets. The discussion also covers how recent political changes are reshaping investor sentiment, from passive to active management. Additionally, Lori highlights the evolving dynamics in stock classifications and the importance of sector rotations in navigating today's investment landscape.
30:41
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Quick takeaways
- The discussion reveals that U.S. economic strength and interest rate differentials are crucial for understanding the recent dollar fluctuations in the FX market.
- Experts highlight the potential economic repercussions of tariffs on Canada and Mexico, emphasizing increased uncertainty and possible retaliatory measures in trade relations.
Deep dives
The Power of Open Source AI
Meta's open source AI models democratize technology access, allowing startups like RightSee to create innovative solutions without significant financial barriers. CEO Brandon Mitchell discusses how their tool, Job Search Genius, utilizes Meta's Llama AI model to assist job seekers in crafting resumes and mastering interview skills. This highlights a growing trend where open source tools empower smaller companies to compete in their respective markets. The accessibility of such technology fosters a culture of innovation that benefits both employers and job seekers.
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