Adam Turnquist

Bret Kenwell, an investment strategist at eToro, emphasizes how a supportive Fed and AI-driven earnings can bolster U.S. equities this year. Russell Price, Chief Economist at Ameriprise Financial, highlights the labor market as a key risk and anticipates three Fed rate cuts will stabilize growth. Adam Turnquist from LPL Financial discusses a potential commodities supercycle and the impacts of geopolitical issues on precious metals and Bitcoin. Lastly, Jack McIntyre explores the attractiveness of Latin American bonds amid a weaker dollar.

Ben Luk, Senior Multi-Asset Strategist at State Street Global Markets, shares his insights on the evolving landscape of emerging markets, highlighting cautious institutional interest in Chinese assets despite local uncertainties. Adam Turnquist, Chief Technical Strategist at LPL Financial, discusses the implications of Federal Reserve policies on market trends and inflation, particularly ahead of the key U.S. CPI report. The conversation dives into strategic investment approaches in a rising yield environment, emphasizing specific sectors that may thrive despite economic challenges.

Mark Cranfield, a Bloomberg Markets Live strategist, shares insights on the dollar's potential weakening as global yield differentials narrow. He also highlights South Korea's robust market driven by policy shifts and AI advancements. Adam Turnquist, Chief Technical Strategist at LPL Financial, discusses the implications of recent ISM and PCE data against the backdrop of expected Fed rate cuts. He emphasizes a bullish outlook for 2026 and the importance of focusing on ROI in AI investments, particularly in emerging markets.

Adam Turnquist, Chief Technical Strategist at LPL Financial, discusses market trends in light of the Federal Reserve's recent quarter-point rate cut. He highlights how this has spurred equity market rallies and the mixed signals regarding economic performance. Mary Nicola, a Bloomberg MLIV strategist in Singapore, analyzes the intricate relationship between inflation and potential tariffs, emphasizing opportunities in reshoring trades. Together, they delve into the complex nature of market movements and predictions for year-end rallies amidst global economic shifts.

Adam Turnquist, Kunjan Sobhani, and Nancy Davis discuss the Fed's decision, Qualcomm's success in China, market strategies, and the impact of the Fed meeting on markets. They touch on inflation protection bonds, bond market stability, and AI's future in investment strategies.