Gene Goldman

Joined by Willem Sels, Global CIO at HSBC Global Private Banking and Wealth, and Gene Goldman, Chief Investment Officer at Cetera Financial Group, the discussion revolves around the looming US tariffs and their weight on investor sentiment. Sels shares insights from HSBC's Global Investment Summit, highlighting the bullish outlook for Asian markets. Goldman analyses how trade tensions impact the Federal Reserve’s inflation strategy and emphasizes the importance of adapting investment strategies, particularly in small and mid-cap stocks amidst market volatility.

Mark Konyn, Chief Investment Officer at AIA Group, shares insights on the alarming deflation in China's economy, highlighting 2.3% drops in producer prices and the impact on consumer confidence. Gene Goldman, Chief Investment Officer at Cetera Financial Group, contrasts China's consumer demand strategies with those of North America and Europe during the pandemic. They also discuss cautious investment strategies for 2025, the challenges of stagflation, and the importance of diversification to manage market uncertainty.

Mary Nicola, a Bloomberg MLive strategist based in Singapore, and Gene Goldman, Chief Investment Officer at Cetera Financial Group, delve into the dynamics of Asian markets influenced by U.S. Federal Reserve policies. They discuss how the upcoming U.S. elections could impact economic resilience. The conversation highlights China's stimulus efforts amidst property market concerns and Japan's economic challenges, including a declining yen. They also explore the effects of recent interest rate cuts on market vulnerabilities and opportunities.

Gene Goldman, Chief Investment Officer at Cetera Financial Group, Lydia Boussour, Senior Economist at EY, and Paul Jackson, Bloomberg Economy Editor in Tokyo, dive into the implications of the upcoming Federal Reserve meeting. They discuss the latest CPI reading's potential influence on interest rates and market dynamics. Key concerns include rising unemployment, geopolitical risks, and the potential for a Democratic majority in Congress. There's a spotlight on Japan’s wage growth and its impact on consumer spending, emphasizing the interconnectedness of global economies.

Gene Goldman, CIO of Cetera Financial Group, discusses PCE data and the May jobs report. Jane Lanhee Lee talks about Nvidia's new AI chips at the Computex tech show. Jason Betz, a private wealth advisor, shares insights on market movements.