Navigating the Consumer Discretionary Landscape

Evercore ISI’s Julian Emanuel joins to lay out what’s driving markets. As U.S.–China trade talks resume in London, Michael Froman, former U.S. Trade Rep and now with the Council on Foreign Relations, weighs in on what’s at stake. Our Eunice Yoon explores China’s EV market on the ground. Plus, Apple’s WWDC with CNBC’s Steve Kovach and Maxim Group’s Tom Forte. Robinhood CEO Vlad Tenev details his White House visit and the progress of Trump accounts. Aon CEO Greg Case on the company’s investor day, promise of AI and global volatility.