Stuart Kaiser

Stuart Kaiser, Citi Head of US Equity Trading Strategy, says we're seeing some "fatigue" in tech buying. Gita Gopinath, IMF First Deputy Managing Director, says a number of factors could be "muting the effect of monetary policy transmission," and as those effects decline, "we can start seeing more of a slowing in activity." Kit Juckes, Societe Generale Chief FX Strategist, sees weakness ahead for the dollar. Cameron Dawson, NewEdge Wealth CIO, believes in the 60/40 portfolio plus alternatives. David Rubenstein, Carlyle Group Co-Chairman and Co-Founder, discusses his interview with Afsaneh Beschloss, RockCreek Founder & CEO.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

The podcast features guests including Mizuho Securities Chief US Economist, Citi Head of US Equity Trading Strategy, a Senior Fellow from Yale University, and a Senior Research Analyst. They discuss topics like resilient US jobless claims, bullishness in market performance, US-China relations, and the potential merger of Warner Bros. Discovery and Paramount Global. They also touch on rising shipping costs, the impact of new bank capital rules, and challenges in the media industry.

Guests on the podcast include Gargi Chaudhuri from BlackRock, Stuart Kaiser from Citi, and Brian Wieser from Madison & Walls. They discuss playing the Fed soft landing, market spook pre-FOMC, Amazon earnings, and Paramount. Bloomberg's Lisa Mateo presents Newspaper Headlines.

In this discussion, Bob Michele, Global Head of Fixed Income at JPMorgan Asset Management, and Stuart Kaiser, Head of Equity Trading Strategy at Citigroup, dive into the swirling turmoil of tariff tensions impacting global markets. They highlight investor anxiety due to potential new tariffs affecting major tech companies like Apple and Nvidia. The conversation also touches on the strain on equity and bond markets, the implications for Federal Reserve policies, and strategies for navigating uncertainty in the current economic landscape.

Experts from Citigroup, PIMCO, and Duke discuss market outlook, Biden's speech, and presidential control over trade. Topics include potential correction, election impact, and long-term economy health.

Stuart Kaiser, Citi's Head of Equity Trading Strategy, shares insights on market trends, cautioning that while growth is solid, it's crucial for investors to adapt their strategies. Dan Ives, Global Head of Technology Research at Wedbush, discusses the potential implications of California’s EV rebate proposal for Tesla, hinting at a possible shift of jobs from California to Texas. They dive into the delicate balance between wage growth and inflation, suggesting that consumers may lean towards cheaper options in uncertain economic times.

Stuart Kaiser notes equities may be topping out; Greg Peters predicts above trend default and distress activity; Carl Riccadonna sees headwinds emerging for retail sales; Dana Telsey discusses Target and TJX earnings.

Stuart Kaiser, Head of US Equity Trading Strategy at Citi, emphasizes the critical importance of labor data on equity markets. Congressman French Hill discusses the implications of recent dockworker strikes, Basel III regulations, and their potential impact on the upcoming elections. Julie Norman, a professor at University College-London, delves into the geopolitical tensions in the Middle East, particularly concerning Hezbollah and Israel's military actions. Together, they explore how economic factors and global trade are intertwined with domestic labor movements.

Financial analyst Stuart Kaiser, economist Brad Setser, and investment strategist John Stoltzfus discuss market trends, de-globalization, electric vehicles, US-China competition, guitar features, and market analysis in an engaging and insightful podcast.

Economists Feroli, Kaiser, and Luzzetti analyze Fed decisions, equity markets, and economic data. Prof. Schiller discusses Biden, Trump, and DC headlines. The podcast delves into potential GDP, inflation impact, market outlook, and reflections on G7 summit.