Keith Buchanan

Join Bloomberg journalist Paul Allen, who covers Australian politics and commodities, alongside Keith Buchanan, Senior Portfolio Manager at Globalt. They delve into a potential extended truce on Chinese import duties linked to rare-earth exports, analyze Australian PM Albanese's upcoming meeting with Trump amid critical minerals discussions, and explore the implications for U.S.-Australia relations. Keith shares insights on U.S. bank earnings, market volatility, and the impact of consumer spending on investment strategies.

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.

Keith Buchanan, a Senior Portfolio Manager at Globalt, dives into the latest trends in equity markets and artificial intelligence, advocating for companies with cash flow stability. He discusses the current bond-market dynamics and the potential risks of long-end yields. Amy Xie Patrick, Head of Income Strategies at Pendal Group, provides insights on the implications of the cooling U.S. CPI data for Federal Reserve interest rate cuts and warns about the vulnerabilities in investment-grade credit amid rising AI investments. Both guests share strategies for navigating market uncertainties.

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.