ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Nomura’s head of FX strategy, Japan, Yujiro Goto believes that Japan is not affected by Trump’s initial slew of tariffs. He sees a 25 basis point hike in January as certain barring any black swan events. He expects the BoJ to hike … Read more
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email David Neuhauser, CIO at Livermore Partners, says that markets are in the “honeymoon phase” and adds that President Trump’s policies are “extremely inflationary” in the “short to medium term”. Source link
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Salil Parekh, chief executive of Infosys, said the Indian technology outsourcing firm has lowered the risk it faces from any potential curbs to U.S. work permits. Source link
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Street Signs Asia David Neuhauser, CIO at Livermore Partners, shares his outlook for gold and his investment strategy in the space. 02:17 13 minutes ago Source link
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Coca-Cola chairman and CEO James Quincey joins ‘Squawk Box’ to discuss his meeting with President Trump, state of the economy, strength of the consumer, impact of inflation, the company’s venture into alcoholic beverages, China sales, impact of Trump’s tariff proposals, and more. … Read more
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Robert Smith, Vista Equity Partners founder and CEO, joins ‘Squawk Box’ to discuss the state of the AI race, promise of generative AI, future of DEI in corporate America, and more. 06:22 Wed, Jan 22 20257:14 AM EST Source link
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Uber CEO Dara Khosrowshahi joins ‘Squawk Box’ to discuss his thoughts on the second Trump administration, future of EVs, the company’s autonomous vehicle ambitions, impact of New York City’s congestion pricing, and more. 07:27 Wed, Jan 22 20259:09 AM EST Source link
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email SK Kim, an analyst at Daiwa Capital Markets, says he’s not concerned about SK Hynix’s modest capital expenditure plans amid robust demand for the company’s artificial intelligence-focused products. Source link
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Sean Taylor, CIO of Matthews Asia, talks about why he is neutral on Chinese equities, following Trump’s threats of fresh tariffs starting from February. He also shares his expectations for the Chinese economy and how policy makers in China might react in … Read more
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Adam Coons, Co-CIO at Winthrop Capital Management, fleshes out his views on President Trump’s proposed tariffs on Canada, Mexico and China, and how that will expect markets and business strategy. Source link