Charles Dallara

Partners Group advisory partner and former CEO of the Institute of International Finance, providing analysis on global markets and geopolitical risks.

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Dec 23, 2024 • 47min

SOTS 2nd Hour: Qualcomm-Arm Ruling, Fed's Rate Path, Markets & Geopolitical Risks 12/23/24

In this discussion, Robert Kaplan, former Dallas Fed President and Goldman Sachs vice chairman, shares insights on the Fed's hesitant rate decisions, deeming them positive. Charles Dallara, former IIF CEO, warns of potential global market turmoil stemming from Trump’s trade policies. Lizanne Saunders, Chief Investment Strategist at Charles Schwab, highlights market trends influenced by AI, particularly in holiday shopping dynamics. The conversation also covers Qualcomm's legal triumph over Arm Holdings, impacting semiconductor market strategies.