Chris Carey

Paul Dobson, Bloomberg's Executive Editor for Asia Markets, shares insights from Singapore on market reactions to the nearing end of the US government shutdown. He discusses tech stock volatility, the impacts of AI narratives on Asian markets, and the concentration risks involved. Chris Carey from Carnegie Investment Counsel highlights the economic ramifications of the shutdown, emphasizing delays in crucial job and inflation data, and suggests strategies like diversification amidst uncertainties. Both delve into the ongoing challenges facing the Federal Reserve's decision-making.

Mary Nicola, a Bloomberg MLive strategist from Singapore, shares her insights on bond markets and dollar strength. Chris Carey, a portfolio manager at Carnegie Investment Council, discusses how the incoming Trump administration may reshape markets and the economy. They analyze the implications of U.S. retail inflation data for interest rates and delve into the yen's decline amidst political shifts. The conversation also touches on market optimism, Bitcoin's surge, and the potential effects of tariffs on Chinese and U.S. equities.

Guests discuss potential outcomes for President Biden and speculate on successors like Kamala Harris. They analyze the Fed's stance on economic growth, market reactions to political actions, and macroeconomic environments in Japan and China. Other topics include AI in financial services, upcoming bank earnings season, and the impact of political changes on global markets.