Robert Kaplan

Robert Kaplan, Vice Chairman at Goldman Sachs and former Dallas Fed president, offers insights into the structural changes in the U.S. economy. He discusses the implications of the upcoming Federal Reserve decision on interest rates and the job market, highlighting concerns over Fed independence. Kaplan sheds light on the volatility of trade policies and their influence on corporate earnings. His perspective is a mix of economic analysis and strategic foresight during these uncertain times, painting a vivid picture of the financial landscape ahead.

Robert Kaplan, Vice Chairman of Goldman Sachs, and Ernie Tedeschi, Director of Economics at the Yale Budget Lab, dive into the current economic landscape shaped by rising trade tensions. Kaplan discusses the resilience of the U.S. economy and how stock markets react to labor data amid tariff threats. Tedeschi examines the negative impacts of tariffs on American companies and the broader economy. They also explore President Trump's recent remarks on Xi Jinping that heighten U.S.-China trade friction, raising questions about the future stability of international relations.

Robert Kaplan, vice chair of Goldman Sachs and former president of the Federal Reserve Bank of Dallas, shares insights on the current economic landscape. He discusses the recent Fed interest rate cuts and their ramifications. Kaplan analyzes the Trump administration's fiscal policies and their potential impact on inflation. He dives into concerns about tariffs affecting Texas businesses and explores the complexities of the debt ceiling. Lastly, Kaplan expresses optimism about the robust economic growth in Texas, highlighting the state's business expansion.

Robert Kaplan, former Dallas Fed president and now vice chairman at Goldman Sachs, shares his expert insights on the delicate balance of Fed independence amid political pressures. He discusses the potential implications of Trump's influence on the Fed’s decision-making, particularly regarding inflation and labor market challenges. Kaplan also analyzes the impact of tariffs on retail earnings, consumer behavior, and small businesses. Plus, he emphasizes the significance of the Beige Book in interpreting economic indicators for a clearer picture of the economy.

Rick Rieder, BlackRock's CIO of Global Fixed Income, shares insights on the stock market rally's potential and the backdrop of favorable economic indicators. Robert Kaplan, the former Dallas Fed president, weighs in on the likelihood of interest rate cuts and their implications for the economy. Liz Thomas from SoFi brings an optimistic perspective on market sentiment and prospects for a pause in rate adjustments. The conversation dives into investment strategies and sector performance, particularly in tech and energy.

Christina Partsinevolos, a CNBC correspondent who tracks the tech and semiconductor markets, joins Bryn Talkington of Requisite Capital, economic strategist Robert Kaplan, and Washington correspondent Megan Casella. They discuss the anticipated impact of Nvidia's earnings on investors and how U.S. export restrictions on semiconductors could lead to significant losses. The group also analyzes the economic landscape, Federal Reserve policies, and market adaptability amidst growing volatility, focusing on strategic insights for navigating challenging conditions.

Robert Kaplan, Vice Chairman at Goldman Sachs and former president of the Federal Reserve Bank of Dallas, shares insights on the looming risk of recession and the intricate factors driving economic uncertainty. He discusses the impact of trade tensions on local businesses, especially in agriculture and inflation management. Kaplan highlights the challenges faced by the Federal Reserve amid unclear economic data and examines how shifts in immigration trends affect the labor market and competitiveness, advocating for strategies to mitigate these challenges.

Join economics experts Steve Leisman, Chris Harvey, Robert Kaplan, and Lauren Goodwin as they navigate the turbulent waters of today's economy. They tackle the Federal Reserve's latest insights and their impact on market trends, including inflation and interest rate concerns. The group discusses the limitations of traditional investment strategies in a volatile world, highlighting innovative approaches like Hertz's electric vehicle initiatives. Get a front-row seat to their predictions on economic conditions and market movements!

Robert Kaplan, Vice Chairman at Goldman Sachs and former President at the Dallas Fed, shares insights on inflation trends, the importance of Federal Reserve independence, and their impact on the US economy. Mark Gurman, Bloomberg News' Chief Correspondent for Apple and Tech, dives into Apple's strategic shift in chip development and the challenges of adapting to global markets and geopolitical tensions. The conversation also touches on the growing significance of Apple’s services revenue, showcasing the company's evolving position in the tech landscape.

In this discussion, Robert Kaplan, former Dallas Fed President and Goldman Sachs vice chairman, shares insights on the Fed's hesitant rate decisions, deeming them positive. Charles Dallara, former IIF CEO, warns of potential global market turmoil stemming from Trump’s trade policies. Lizanne Saunders, Chief Investment Strategist at Charles Schwab, highlights market trends influenced by AI, particularly in holiday shopping dynamics. The conversation also covers Qualcomm's legal triumph over Arm Holdings, impacting semiconductor market strategies.