In this insightful discussion, Helen Zhu, Chief Investment Officer at NF Trinity, delves into the potential effects of new tariffs on Chinese goods, while Ross Mayfield, Investment Strategist at Baird, analyzes Wall Street's response to the nomination of Scott Besant. Tom Bruce, Macro Investment Strategist at Tanglewood, shares his expertise on the bond market's volatility and the Fed's potential moves. Together, they unpack the complex U.S.-China trade dynamics and the broader economic outlook, offering a nuanced view of current market trends.

This episode features Vincent Cignarella, a macro strategist at Bloomberg, Helen Zhu, Managing Director at NF Trinity, and Naomi Fink, Chief Global Strategist at Nikko Asset Management. They dive into the Federal Reserve's unexpected 50 basis points rate cut and its cautious approach to economic stability. Discussions cover mixed market reactions, currency volatility, and the impact on Asian investors. They also explore the ripple effects on housing markets in China and Hong Kong, and the broader implications for global economic dynamics.

Helen Zhu, Managing Director and Chief Investment Officer at NF Trinity, shares her expertise on financial markets and investment strategies. Peter Chung, Head of Research at Presto Research, discusses the latest trends in the cryptocurrency market. They dive into the recent decline of NVIDIA shares and its impact on AI valuations. Highlights also include navigating U.S. inflation and its effects on global markets. Additionally, they explore Bitcoin's rising role in finance, with a bold prediction of its price soaring to $210,000 by 2025.

Helen Zhu, Chief Investment Officer at NF Trinity, shares insights on China's stimulus measures and their market effects. Pei-Chan Liu, Asia economist at Fidelity International, discusses the property sector's struggles amidst policy rollouts. George Maris, Chief Investment Officer at Principal Asset Management, highlights the economic challenges and the influence of the upcoming U.S. election on China's market. The conversation dives into deflation, investment strategies amidst global uncertainties, and the quest for stability in a volatile landscape.

Helen Zhu discusses global economy, China policy, and APAC markets. Laura Davison talks about Biden's US steel promise and higher tariffs on Chinese products. Lillian Li joins to talk about Chinese credit market and economic policy.