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Eric Lynch

Managing Director at Scharf Investments, offering analysis on the Federal Reserve''s monetary policy and its impact on markets.

Top 3 podcasts with Eric Lynch

Ranked by the Snipd community
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Feb 20, 2025 • 17min

The Impact of Tariff Threats on China

Jenni Marsh, the Greater China Eco-Gov Team Leader at Bloomberg News, shares her insights on how U.S. tariff threats, including a recent 10% hike, could reshape China's economy and its global relations. Eric Lynch, Managing Director at Scharf Investments, discusses the Federal Reserve's cautious approach to monetary policy amidst inflation concerns and market dynamics. The conversation highlights the impact of AI advancements and offers investment strategies in navigating these economic uncertainties.
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Sep 16, 2024 • 32min

Global Rate Decision Watch, Apparent Trump Assassination Attempt

Ecaterina Bigos, CIO at AXA Investment Managers, shares insights on Hong Kong's real estate surge and its impact on investor sentiment as expectations for Federal Reserve rate cuts loom. Jodi Schneider, Bloomberg's Political News Director, discusses the recent assassination attempt on a former president, highlighting security challenges. Dana D'Auria and Eric Lynch dive into the U.S. and China's economic dynamics, exploring resilience amid recession fears and the potential recovery of the APAC investment landscape, particularly in technology and decarbonization.
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Aug 12, 2024 • 32min

Cautious Start to Asia Trading on Volatility Concerns

In this discussion, Adam Coons, Co-Chief Investment Officer at Winthrop Capital Management, and Vishnu Varathan, Head of Economics and Strategy at Mizuho Bank, delve into market volatility impacting Asian trading. They highlight shifts towards high-quality tech stocks and the bond market amid inflation fears. Eric Lynch from Scharf Investments shares insights into the mixed sentiment around AI investments, while Louis Navellier of Navellier & Associates discusses economic shifts affecting tech and stable sectors. The group also anticipates the launch of TMSC's Arizona plant and its implications.