Rahul Chadha

Tim Pagliara, Chief Investment Officer at CapWealth, and Rahul Chadha, Chief Investment Officer at Shikhara Capital, dive into the latest tariff developments and their impact on Asian markets. Pagliara discusses how President Trump's targeted trade sanctions are less severe than anticipated, sparking optimism in equity markets. Chadha analyzes this positive shift, particularly in China and India, amidst the Federal Reserve's cautious outlook on interest rates. Their insights reveal intriguing investment strategies shaped by the evolving economic landscape.

In this discussion, Jason Schenker, an economics president, Anna Edgerton, a Seattle Bureau Chief, and Rahul Chadha, an investment officer, delve into the implications of recent PPI data on inflation and Federal Reserve policies. They analyze the resilience of the US economy despite market volatility and rising unemployment, along with geopolitical tensions impacting financial strategies. The conversation also critiques the DOJ's antitrust challenges against Google, discussing the potential for corporate breakups and the broader economic implications.