Carol Schleif

Carol Schleif, Chief Market Strategist at BMO Private Wealth, shares insights on how stock markets are buoyed by hopes for Federal Reserve rate cuts, with tech giants like Taiwan Semiconductor leading the charge. Gearoid Reidy, a Bloomberg Opinion columnist, sheds light on Japan's political turmoil following Prime Minister Shigeru Ishiba's resignation, discussing its implications for the economy and market dynamics. Both guests explore how these shifts are impacting investor sentiment across the Asian region.

Carol Schleif, Chief Market Strategist at BMO Private Wealth, sheds light on the tumultuous state of tariffs, linking President Trump's potential tariff increases on steel and aluminum to broader market reactions. Meanwhile, Stuart Nash, Former Minister of Economic Development in New Zealand, delves into the surge of interest in the country's 'golden visa' programs. With looser rules designed to attract wealthy investors, Nash discusses the vetting process and its implications for New Zealand’s economy and property market, raising questions about community impact and investment integrity.

Mandeep Singh discusses iPhone shipment decline in China, while Michael McKee analyzes Baltimore bridge collapse's economic impact. Dana Peterson shares consumer confidence data, and Carol Schleif discusses market outlook. Topics include Apple's struggles in China, AI collaboration, trade shipping challenges, supply chain disruptions, consumer concerns on inflation, and investment strategies.

Carol Schleif, Chief Market Strategist at BMO Private Wealth, and Masahiro Kihara, CEO of Mizuho Financial Group, share insights on current market dynamics. They discuss how traders are viewing tariff threats as tactics rather than risks, leading to positive trends in Asian markets. Kihara expresses confidence in Mizuho's ability to achieve its ambitious profit target despite external uncertainties. They also touch on the evolving landscape of investment strategies amid challenges and opportunities in Japan's economy.

Michael McKee, Bloomberg's International Economics Correspondent, delves into the disappointing October jobs report and its effects on the upcoming presidential election. Martha Heller discusses the rising demand for AI skills, highlighting its impact on the workforce. Mark Gurman analyzes Apple's earnings forecast amid challenges in China. Jenna Stauffer explains how housing affordability impacts political dynamics as elections approach. Carol Schleif shares strategies for navigating market volatility ahead of significant economic events.