Rebecca Walser

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.