Deepak Puri

Deepak Puri, Chief Investment Officer at Deutsche Bank, dissects the Fed's outlook as it may ease into 2026. Ohsung Kwon, Chief Equity Strategist at Wells Fargo, raises his S&P 500 price target and highlights key year-end market catalysts like AI CapEx and tariff impacts. Katy Kaminski from AlphaSimplex Group examines market breadth and gold's signaling role amid strong earnings. Rep. French Hill details the government shutdown's local effects, especially on agricultural sectors, urging prompt Senate action to support vulnerable farmers.

Deepak Puri, Chief Investment Officer for the Americas at the Private Bank, offers market commentary on macro, geopolitical risks and monetary policy. He explains why markets often shrug off geopolitical events unless they alter the macro backdrop. He discusses hedging and defensive positioning, what to watch from the Fed, and looming political and policy risks that could move markets.

Deepak Puri, Chief Investment Officer for the Americas at Deutsche Bank Private Bank, offers market outlooks and policy analysis. He unpacks the Supreme Court ruling on tariffs and the lingering uncertainty over up to $170B in potential refunds. He also previews key earnings—especially major tech names—and discusses dollar trends and events that could move markets in the weeks ahead.