Frances Stacy

Frances Stacey, an Economic Strategist at Scarlet Oak Financial, and Stephen Olson, a Senior Visiting Fellow at the Yusof Ishak Institute and former US Trade Negotiator, discuss Trump's unwavering tariff stance. They delve into the implications of potential new tariffs on copper and pharmaceuticals, exploring how these could drive inflation and market volatility. The duo also sheds light on the complexities of current trade negotiations, particularly regarding India and China, and the broader geopolitical ramifications of Trump's aggressive trade policies.

In this engaging discussion, Paul Dobson, Bloomberg's Executive Editor for Asia Markets, sheds light on the escalating U.S.-China trade tensions and the potential implications for the Asian markets. He delves into China's position and mutual vulnerabilities in these negotiations. Meanwhile, Frances Stacey from Scarlet Oak Financial shares insights on sustaining the U.S. bull market, highlighting key factors such as liquidity and the impact of mega-cap tech on market dynamics. Additionally, she warns of underlying credit risks that could pose challenges ahead.

Frances Stacy, an economic strategist and chairwoman of the UN's Global Digital Finance Committee, and Vish Ramaswamy, head of APAC Private Investments at Cambridge Associates, dive into the effects of Trump’s fiscal policies on global economies. They discuss the challenges of shifting to a private sector-led economy and the implications of U.S. regulations on Asian investments. Their insights highlight the evolving landscape of private equity and venture capital in Asia, particularly in emerging markets like Japan and India amidst geopolitical tensions.