Patrick Kennedy

Paul Dobson, Bloomberg's Executive Editor for Markets in Asia, and Patrick Kennedy, Founding Partner at AllSource Investment Management, dive into the recent U.S. market sell-off and its impact on Asian stocks. They highlight how the Fed's adjusted outlook is strengthening the dollar, creating turmoil for Asian currencies. The pair also discuss the declining Japanese yen and the Bank of Japan's policy challenges. Additionally, they explore consumer confidence issues in light of weak retail sales and the critical need for active investment strategies amidst shifting market dynamics.

Robert F. Kennedy Jr., an independent presidential candidate, sparks controversy with his recent endorsement of Donald Trump, saying he's honored. His cousin, former congressman Patrick Kennedy, shares insights on family dynamics and public backlash over this political alignment. Comedian and former Senator Al Franken discusses the Democratic strategy to portray Trump in a less favorable light. The conversation dives into the implications this endorsement holds for voter dynamics and the upcoming election.

Mark Cranfield, a Bloomberg Market Live strategist based in Singapore, and Patrick Kennedy, founding partner at AllSource Investment Management, dive into the impact of rising US tariffs on China, which have caused significant market turmoil. They discuss the sell-off in US stocks and bonds, the surge in gold and the euro, and the flight of investors seeking safer havens. With concerns about a global recession looming, they emphasize the need for cautious investment strategies and the volatility in Asian markets amid ongoing uncertainty.

Shehzad Qazi, COO at China Beige Book International, shares insights on China's crucial 'Two Sessions,' discussing potential stimulus and growth targets amidst rising national debt. Patrick Kennedy, Founding Partner at AllSource Investment Management, analyzes the impact of Donald Trump's impending tariffs on market trends. Together, they explore China's cautious shift to consumer-driven growth, the challenges posed by trade tensions, and the resilience of the property market, painting a complex picture of economic recovery and uncertainty.

Patrick Kennedy, Founding Partner at AllSource Investment Management, shares expert insights on the U.S. election's impact on investments. Adam Koons, Co-Chief Investment Officer at Winthrop Capital Management, discusses market reactions and evolving investment opportunities. They explore the implications of the upcoming election for equity markets, treasury yields, and global finance. The duo emphasizes the importance of navigating inflation concerns and geopolitical risks while considering the evolving political landscape and its potential effects on investment strategies.