Stuart Kaiser, Citi Head of US Equity Trading Strategy, says we're seeing some "fatigue" in tech buying. Gita Gopinath, IMF First Deputy Managing Director, says a number of factors could be "muting the effect of monetary policy transmission," and as those effects decline, "we can start seeing more of a slowing in activity." Kit Juckes, Societe Generale Chief FX Strategist, sees weakness ahead for the dollar. Cameron Dawson, NewEdge Wealth CIO, believes in the 60/40 portfolio plus alternatives. David Rubenstein, Carlyle Group Co-Chairman and Co-Founder, discusses his interview with Afsaneh Beschloss, RockCreek Founder & CEO.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

ECB President Lagarde, IMF First Deputy Managing Director Gopinath, and WTO Director General Okonjo-Iweala discuss the global economic outlook, trade policy, the green transition, opportunities and challenges for economic growth in Africa, harnessing the potential of young people, and global economy discussions including local currency markets.

Gita Gopinath, the First Deputy Managing Director of the IMF, offers sharp insights into the global economy's resilience despite geopolitical challenges. She shares expectations of declining inflation and highlights how the upcoming US election could reshape economic landscapes worldwide. Gopinath discusses the disconnect between positive economic indicators and public sentiment, the complexities of trade policies, and the varied debt management strategies of developed and developing nations.

IMF's No. 2 official, Gita Gopinath, discusses the potential impact of Middle East conflict on global oil prices. They explore inflation, trade fragmentation, and central bank targets in a fragmented world, proposing higher inflation rates for stability.

Gita Gopinath, IMF's first deputy managing director, discusses trade fragmentation and fears of a new Cold War. They also explore global growth, inflation, central bank approaches, attacks on Red Sea shipping lanes, addressing Argentina's economic problems, India's economic success, and the potential impact of AI on the global economy.