Gita Gopinath

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, Deputy Managing Director at the IMF, shares her insights on global economic shifts and the IMF's role during crises. Stuart Kaiser, Head of US Equity Trading at Citi, analyzes the S&P outlook, particularly around Nvidia's earnings, suggesting potential market reactions. Nela Richardson, Chief Economist at ADP, offers a deep dive into jobless claims and the evolving US labor market, addressing the influence of AI and consumer spending on employment. Together, they unpack the complexities shaping today's economy.

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.

Gita Gopinath, the First Deputy Managing Director at the IMF and former Harvard professor, offers insights into today's complex global economy. She emphasizes the need for caution regarding rising debt levels worldwide. The discussion dives into the IMF's evolving role in fostering international cooperation amid geopolitical tensions. Gopinath also explores the U.S. dollar's resilience and the importance of rigorous economic research as trust in economics wavers. Overall, she calls for vigilance to navigate emerging market vulnerabilities and financial uncertainties.