Closing Bell Closing Bell Overtime: Exclusive Interview With Ken Griffin; Fed Decision & Powell Presser 5/7/25
May 7, 2025
Ken Griffin, Founder and CEO of Citadel, shares his insights on financial markets and monetary policy, showcasing his deep expertise. He discusses the recent decisions of the Federal Reserve and their impact on the tech sector, alongside David Zervos, who provides an analysis of market volatility. The conversation explores trade policies and their effects on American businesses, particularly in light of inflation and tariffs. Griffin also reflects on governance issues at Harvard, linking it to broader economic reform.
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Weaker Dollar Boosts U.S. Assets
- A weaker or reduced-strength dollar benefits U.S. assets by making them cheaper for foreign investors.
- This dynamic supports higher prices for real estate, financial assets, and could lead to a lower rate structure.
Moderate Stagflation Risk From Tariffs
- The risk of stagflation exists moderately due to tariff-induced shocks and economic factors.
- Outcomes depend on tariff levels, tax cuts, and deregulation working together over the next two years.
Prioritize Thoughtful Trade Deals
- It's better to negotiate thoughtful trade deals than quick ones to ensure long-term fairness.
- Careful negotiation is critical to successful outcomes benefiting American workers and businesses.