Venu Krishna

Venu Krishna, Barclays Head of U.S. Equity Strategy, discusses how tariffs are expected to impact the market later this quarter. William Lansing, CEO of FICO, defends his company's practices amid claims of monopoly while highlighting the role of AI in credit scoring. Costas Biloris, BMO Capital Markets Analyst, delves into recent developments affecting Sarepta's gene therapy, underscoring regulatory challenges and safety implications. The conversation also touches on resilient restaurant stocks and the latest earnings from major companies.

Venu Krishna, Barclays' head of US equity strategy, shares insights on the evolving market landscape. He sheds light on how policy uncertainties, especially concerning tariffs and immigration, have led Barclays to lower their S&P 500 targets. The episode delves into the implications of these shifts, discussing how they affect market sentiment and risk assessment. Additionally, Krishna explores the delicate balance between tech stocks and economic factors, highlighting AI's potential to drive future growth amidst uncertainties.

Brian Weinstein, Head of Global Markets at Morgan Stanley, predicts bond yields to rise significantly, reflecting the easing cycle. Aditya Bhave, Senior US Economist at BofA, maintains a soft landing outlook due to low layoffs. Venu Krishna, Head of US Equity Strategy at Barclays, highlights the disparity between the rates and equity markets. They delve into the transformative role of AI in businesses and the complexities of identifying neutral interest rates amid economic fluctuations.