Sean Darby

Bob Doll, President and CIO at Crossmark Global Investments, and Sean Darby, Managing Director at Mizuho Securities Asia, dive into the pivotal role of the Federal Reserve's upcoming decisions on interest rates. They discuss rising bets on potential half-point cuts, bond market reactions, and the impact of economic indicators on investor sentiment. The conversation also touches on the dynamics between bond yields and equity markets, questioning the sustainability of recent growth amid tightening financial conditions.

Sean Darby, Managing Director at Mizuho Securities Asia, shares insights on Japan's recent market performance and the impact of political changes following a significant election loss. Ed Butowsky, Managing Partner at Chapwood Investments, discusses the waning US market rally amid earnings season, focusing on tech giants like Nvidia, Tesla, and Alphabet. Both guests explore the implications of tariffs on various sectors and investment opportunities in artificial intelligence and bonds, offering a comprehensive look at the shifting economic landscape.

Sean Darby, a Managing Director at Mizuho Securities Asia, Mark Konyn, Chief Investment Officer at AIA Group, and Louis Kuijs, APAC Chief Economist at S&P Global Ratings, delve into the intricacies of market trends and investor sentiment. They discuss the bond market's shifts and implications for central banks, focusing on inflation dynamics. The return of mega-cap tech firms contrasts with sector performances, and they analyze the potential effects of anticipated rate cuts on market stability. Additionally, they explore China's local government austerity amidst economic challenges.