Rebecca Walser

Rebecca Walser, President at Walser Wealth Management, shares expert insights on the recent rally in Asian stocks, driven by optimistic expectations for Federal Reserve rate cuts. She discusses how calming geopolitical tensions are influencing market dynamics, especially in Japan, South Korea, and Australia. Additionally, Lutnick, Commerce Secretary, reveals a finalized trade deal between the U.S. and China, focusing on rare earths crucial for various industries. The conversation weaves together market trends and trade agreements shaping economic futures.

Joe Little, Global Chief Strategist at HSBC Asset Management, and Rebecca Walser, President at Walser Wealth Management, delve into the troubling implications of the U.S. deficit. They discuss the recent mixed performance of Asian shares and the impact of rising Treasury yields on global markets. As concerns about government borrowing grow, they highlight shifting investor strategies toward diversification and the potential effects on stock markets. The conversation also touches on global economic challenges, particularly in Japan and China, reflecting widespread instability.

Chi Lo, Senior Market Strategist at BNP Paribas Asset Management, and Rebecca Walser, President of Walser Wealth Management, dive into the recent surge in global markets as President Trump pauses tariffs, fueling a massive rally. They discuss the implications of increased duties on China, the historic bounce in the S&P 500 and Nasdaq, and the volatility that comes with these shifts. The duo also explores long-term prospects for China's tech sector and the intricate dynamics of ongoing U.S.-China trade negotiations, revealing the delicate balance in this economic landscape.

Rebecca Walser, a wealth management expert, joins Thomas Taw of BlackRock, Mary Nicola from Bloomberg, and Yuqian Ding, an auto research specialist. They discuss the rebound of Asian stocks following recent US economic data. Topics include the challenges consumers face despite retail growth, the impact of tariffs on China's electric vehicle sector, and the rapid growth of EVs in China. The experts also dive into the automotive industry's risks, trade conditions, and investment strategies amidst economic uncertainties.

Guests Andrew Slimmon, Rebecca Walser, and David Finnerty discuss market reactions to Fed's inflation strategy, analysis of earnings provisions, concerns about AI monetization, global economic landscape, and potential impact of global equities sell-off on currencies in an insightful and engaging conversation.