Win Thin

Ivan Feinseth, Senior Partner and CIO at Tigress Financial Partners, joins Marilyn Waltson from BlackRock, Emily Roland from John Hancock, and Win Thin from Brown Brothers Harriman to dissect investor sentiment around Nvidia amid its recent challenges. They delve into the shifting dynamics of fixed income markets, influenced by Fed policies and geopolitical tensions. Additionally, insights on China’s economic slowdown highlight the need for Pacific Rim nations to pivot towards domestic consumption for sustained growth.

Seth Carpenter and Mark Cabana discuss the US Treasury's refunding announcement. Dom Konstam previews the Federal Reserve's rate decision. Win Thin expects Japanese yields to rise after the BOJ's decision. Jennifer Flitton discusses the latest in Washington on US aid to Israel.