Fed Policy, Rate Cuts, and the AI Trade

- Stuart Kaiser, Head of Equity Trading Strategy at Citi
- Leland Miller, CEO of China Beige Book
- Sonal Desai, CIO for Fixed Income at Franklin Templeton
- US Energy Secretary Chris Wright

Stuart Kaiser, Head of Equity Trading Strategy at Citi, talks big tech earnings and the Fed's path forward following Wednesday's rate cut. Leland Miller, CEO of China Beige Book, discusses the state of US-China trade relations after President Trump's meeting with Chinese President Xi Jinping in South Korea. Sonal Desai, CIO for Fixed Income at Franklin Templeton, reacts to Fed Chair Jerome Powell's commentary leaving a December rate cut in doubt. US Energy Secretary Chris Wright breaks down the logistics of a potential US-China energy deal.

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