Intro

- Frances Donald, Chief Economist at RBC
- Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods
- George Saravelos, Global Head: FX Research at Deutsche Bank
- Dan Ives, Global Head of Technology Research at Wedbush Securities

Frances Donald of RBC discusses how tariffs and President Trump's threat of using them could ripple through the US economy and affect Fed policy. Sarah Hunt of Alpine Saxon Woods talks about the whipsawing in markets following the president's tariff announcement then pullback. George Saravelos with Deutsche Bank on the FX moves and dollar reaction to tariffs. Dan Ives with Wedbush Securities weighs in on how tariffs could, or could not, affect Big Tech.

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