Share
Mitul Kotecha of Barclays says that China appears to be “keeping its powder dry” given that trade policies under Trump’s second term in the U.S. are not clear yet, and we could still see larger fiscal stimulus or property market support among others in 2025.
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Michael Lasser, UBS retail analyst, joins ‘Squawk on the Street’ to discuss if warm weather impacted Home Depot’s quarterly earnings results, the gross margin decline for Home Depot, and much more. 03:48 Tue, Nov 12 202411:05 AM EST Source link
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Robert Kaplan, Goldman Sachs vice chairman and former Dallas Fed president, joins CNBC’s ‘Power Lunch’ to discuss whether president-elect Donald Trump will fire Fed chair Jerome Powell, whether there’s a possibility the Fed will take a “wait and see” approach to the…
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Carlos Pascual, senior vice president for global energy and international affairs at S&P Global Commodity Insights, says tensions between the U.S. and China are “probably going to increase.” Source link
Jerome Schneider, PIMCO head of short-term portfolio management, joins CNBC’s ‘Squawk Box’ to discuss market outlooks. Source link
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Sylvia Sheng of J.P. Morgan Asset Management says under its Long-Term Capital Market Assumptions report, risk assets could have a “relatively robust” return environment for the next 10-15 years and to expect a return a pre-GFC environment of positive real yields. Source…
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Siemens Energy CEO Christian Bruch weighs in on whether the energy transition is losing steam, and what the renewable energy sector would look like with another Donald Trump administration. Source link