Binky Chadha

Binky Chadha, Chief U.S. Equity & Global Strategist at Deutsche Bank, shares insights from his work at the IMF and his current role in asset allocation. He discusses the unusual mix of low unemployment and strong GDP growth, emphasizing its positive impact on equities. Binky elaborates on how mega-cap tech has influenced recent earnings and suggests that other sectors are poised to catch up. He also highlights key indicators and the implications of tariff policies on growth, while advising new graduates to align their careers with their passions.

Kelly Ann Shaw, a partner at Hogan Lovells US, discusses the potential market reactions to President Trump's tariff plan. Binky Chadha from Deutsche Bank offers insights on the uncertain impacts of tariffs on equities, pondering if they can recover from correction territory. Julia Coronado, a macroeconomic expert, explores the broader outlook for the U.S. economy and inflation amidst these developments. Together, they dissect the complex interplay of trade policies, market confidence, and economic indicators in a tumultuous landscape.

Daleep Singh, Deputy National Security Advisor for International Economics, discusses the impact of tariffs on prosperity, emphasizing strategic clarity over reliance on them. Kevin McCarthy, former House Speaker, predicts a 60% chance for Trump’s election win, stirring political speculation. Binky Chadha from Deutsche Bank provides insights on how presidential elections often don't alter the business cycle, while analyzing the stock market amidst political uncertainties and global geopolitical challenges.

Binky Chadha, Chief Global Strategist at Deutsche Bank, shares his insights on the equity market and offers a bold S&P 500 target of 8,000, backed by a demand-supply framework and expected $1.4 trillion in buybacks. He warns that Q4 earnings will be crucial for validating this outlook. Sonal Desai argues against further Fed rate cuts, suggesting they could fuel inflation as demand rises. Angelo Zino addresses the evolving AI landscape, highlighting challenges in enterprise monetization despite rapid consumer adoption.

Binky Chadha, Chief U.S. Equity and Global Strategist at Deutsche Bank, analyzes current market trends and the potential for growth amid shifting trade dynamics. Doug Ford, Premier of Ontario, shares insights on the evolving trade relationship between Canada and the U.S. Alex Karp, CEO of Palantir, addresses allegations about the company's surveillance practices. Jeremy Allaire, Co-founder of Circle, discusses the company's successful IPO and the future of stablecoins, emphasizing the transformative impact of financial innovation.