Keith Buchanan

Mary Nicola, Bloomberg MLIV Strategist based in Singapore, kicks off a discussion on the fast-paced APAC trading week. Arun Sundaram, Vice President at CFRA, analyzes Amazon's earnings, highlighting challenges and future tech investments. Keith Buchanan, Senior Portfolio Manager, dives into the upcoming U.S. jobs report, emphasizing its significance for financial markets and Fed policies. The discussion uncovers the resilience of the Japanese yen and the impact of tariffs on e-commerce, painting a complex picture of global market dynamics.

Keith Buchanan, a Senior Portfolio Manager at Global Investments, shares insights on Tesla's troubling trends as the company faces its first annual sales decline in a decade. He discusses the impact of increased competition and a shocking Cybertruck incident that has shaken consumer trust. Additionally, Buchanan explores broader market dynamics and the likely political influences affecting Tesla’s future growth. The conversation also touches on the ongoing debates about AI applications, revealing the crucial differences between genuinely useful tools and mere hype.

In this discussion, Keith Buchanan, a Senior Portfolio Manager at Globalt Investments, and Nadia Grant, Head of Global Equity at BNP Paribas Asset Management, unpack the impact of U.S. tariffs on market sentiment. They highlight how investors are shifting focus from inflation fears to upcoming corporate earnings. The conversation dives into the potential repercussions for companies like Delta Airlines and the broader effect on exporters in Asia. Additionally, they explore the evolving landscape of cryptocurrency against equities and the optimistic prospects for European markets.