Robert Schein

Robert Schein, Chief Investment Officer at Blanke Schein Wealth Management, shares insights on the implications of President Trump's influence on the Federal Reserve and the bullish sentiment in the markets despite geopolitical uncertainties. Kerry Craig, Global Market Strategist at JPMorgan Asset Management, discusses the mixed performance of Asian equities while investors await Nvidia's earnings for future guidance. They explore the steepening yield curve and its effects on market stability, inflation concerns, and the importance of corporate earnings.

Mark Cranfield, a Bloomberg Markets Live strategist in Singapore, delves into the Supreme Court's skepticism about Trump's tariffs and their limited impact on Asia. He explores Japan's stock rally driven by weak yen and government stimulus. Robert Schein, Chief Investment Officer at Blanke Schein Wealth Management, discusses the recovery of US tech and semiconductor sectors, advising on stock selection in the AI space. Both guests highlight market implications of Fed policies and the importance of strategic cash positioning in a volatile environment.

Robert Schein, Chief Investment Officer at Blanke Schein Wealth Management, shares insights on U.S. inflation trends and the market outlook. He discusses the implications of the latest Consumer Price Index report on Federal Reserve interest rate decisions. David Mann, Chief Economist for APAC at the Mastercard Economics Institute, analyzes China's economic stimulus efforts, highlighting shifts towards domestic demand to boost consumer spending. The conversation also delves into investment diversification in the Asia-Pacific region amid evolving economic conditions.

Mary Nicola, a Bloomberg Markets Live strategist in Singapore, discusses the market's immediate reaction to new U.S. auto tariffs, particularly the impact on major automakers like Toyota and Hyundai. Robert Schein, Chief Investment Officer at Blanke Schein Wealth Management, offers insights into how these tariffs might influence inflation and Federal Reserve policies. They explore broader implications for the Asia-Pacific region and highlight investment opportunities amid rising market volatility and geopolitical tensions.

Guests Robert Schein, Chief Investment Officer at Blanke Schein Wealth Management, and Catherine Thorbecke, Bloomberg Opinion columnist, delve into the heated trade discussions between President Trump and China's Xi Jinping. They explore the fallout from Musk's public disputes with Trump, impacting Tesla's stock significantly. The conversation shifts to Apple's complicated manufacturing ties with China, questioning whether the iPhone giant can truly exit without facing major hurdles despite U.S. pressure. It's a captivating look at geopolitics and economics in tech.