Shifts in Deficit Expectations Due to Tariff Revenues

- Matthew Hornbach, Global Head: Macro Strategy at Morgan Stanley
- Amrita Sen, Founder and Director of Research at Energy Aspects
- Jon Lieber, Head: Research at Eurasia Group
- Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries

Matthew Hornbach, Global Head: Macro Strategy at Morgan Stanley, joins for a look at inflation and outlook for the US economy. Amrita Sen, Founder and Director of Research at Energy Aspects, talks about the possibility of an oil spike amid uncertainty surrounding the Israel-Iran conflict. Jon Lieber, Head: Research at Eurasia Group, talks about rising geopolitical risks. Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries, joins to discuss the outlook for the airline industry amid defense spending changes.

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