Intro

- Scott Bessent, Treasury Secretary of the United States
- Howard Lutnick, Commerce Secretary of the United States
- Jack Caffrey, Portfolio Manager at JPMorgan
- Jill Ford, Co-Head: Equity Capital Markets at Wells Fargo

Scott Bessent, Treasury Secretary of the United States, joins to discuss President Trump's economic priorities and the future of Fed Chair Jay Powell. Howard Lutnick, Commerce Secretary of the United States, discusses reaching a trade deal with Japan and progress on trade deals ahead of the August 1 deadline. Jack Caffrey, Portfolio Manager at JPMorgan, offers his equity outlook as tariff and trade clarity come into focus. Jill Ford, Co-Head: Equity Capital Markets at Wells Fargo, talks deal making and business health across the US.

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