Vishnu Varathan

Vishnu Varathan, Head of Economics and Strategy at Mizuho Bank, dives into the evolving landscape of US-China trade relations. He examines President Trump’s upcoming tariffs on semiconductors and pharmaceuticals and discusses the potential for a trade truce with China. Varathan also highlights investor anxieties over the Federal Reserve's monetary policy, especially amid recent weak economic data. With a keen focus on market dynamics, he sheds light on the implications of tariffs and the importance of international collaboration in innovation.

Vishnu Varathan, Head of Economics and Strategy at Mizuho Securities, shares insightful analysis on the APAC economy, highlighting potential shifts in market dynamics and the impact of Japan's monetary policy. Ed Rogers, CEO of Rogers Investment Advisors, discusses Japan's economic indicators and the prospects of a rate hike, alongside increasing foreign investment interest. The conversation digs into the broader global economic risks, from the decline of diplomacy to future fiscal challenges, setting the stage for 2025's financial landscape.

In this discussion, Adam Coons, Co-Chief Investment Officer at Winthrop Capital Management, and Vishnu Varathan, Head of Economics and Strategy at Mizuho Bank, delve into market volatility impacting Asian trading. They highlight shifts towards high-quality tech stocks and the bond market amid inflation fears. Eric Lynch from Scharf Investments shares insights into the mixed sentiment around AI investments, while Louis Navellier of Navellier & Associates discusses economic shifts affecting tech and stable sectors. The group also anticipates the launch of TMSC's Arizona plant and its implications.