James Abate

Catherine Thorbecke, a Bloomberg Opinion Columnist based in Tokyo, discusses Apple's intricate ties with China and the looming impact of US tariffs. James Abate, Chief Investment Officer at Centre Asset Management, sheds light on the economic implications these tariffs may have on global markets. The conversation dives into Apple’s challenges with local competition, the pressing need to diversify supply chains beyond China, and the potential repercussions of these dynamics on the stock market amidst uncertain economic indicators.

James Abate, Managing Director & Head of Fundamental Strategies at Horizon Investments, dives into the recent upheaval in global markets triggered by President Trump's evacuation call for Tehran. He discusses the volatile response in oil prices and U.S. futures, and contrasts Trump’s urging for an Iran deal with his latest provocations. Abate emphasizes the impact of Israel's military strategies and the delicate balance between U.S. involvement and regional tensions, highlighting potential investment opportunities amid uncertainty.

Bill Lee, Chief Economist and Executive Director at the Milken Institute, discusses the Federal Reserve's monetary strategies and their influence on market trends. Michael Heath analyzes the escalating tensions between Israel and Hezbollah, highlighting how these geopolitical dynamics affect economic stability. James Abate shares insights on wealth management linked to global politics, while Amy Dacey examines the Democratic campaign's recent fundraising triumphs and strategies for engaging voters amidst a potential GOP onslaught.

James Abate, Managing Director and CIO at Center Asset Management, shares sharp insights on the U.S. financial landscape and market trends. Rahm Emanuel, the outgoing U.S. Ambassador to Japan, reflects on the evolving U.S.-Japan relations and the geopolitical climate. They discuss rising treasury yields and their impact on the banking sector, the challenges posed by China and North Korea, and the strengthening of regional alliances. Emanuel emphasizes the personal rapport between leaders, showcasing a robust strategic partnership amidst global tensions.

In this discussion, Qian Wang, Chief Asia Pacific Economist at Vanguard Group, evaluates the Asia-Pacific and U.S. economic outlook. Will McDonough, CEO of Corestone Capital, shares insights on market reactions to economic data and interest rates. James Abate from Centre Asset Management analyzes implications for inflation, while Adam Coons from Winthrop Capital Management discusses how economic metrics influence market trends. They also cover the significance of the US jobs report and the upcoming NDRC meeting's potential impact on global markets and investor confidence.