Can the US reconcile de-risking from China with farm exports?

- Deepak Puri, Chief Investment Officer: Americas at Deutsche Bank
- Ohsung Kwon, Chief Equity Strategist at Wells Fargo
- Katy Kaminski, Chief Research Strategist at AlphaSimplex Group
- Rep. French Hill, (R) Arkansas & Chairman of the House Financial Services Committee

Deepak Puri, Chief Investment Officer: Americas at Deutsche Bank, shares his expectations for the Fed's easing cycle into 2026. Ohsung Kwon, Chief Equity Strategist at Wells Fargo, discusses why he's raising his year-end price target for the S&P 500. Katy Kaminski, Chief Research Strategist at AlphaSimplex Group, talks big tech earnings and the catalysts she sees driving markets. Rep. French Hill, (R) Arkansas & Chairman of the House Financial Services Committee, joins to discuss the latest on the US government shutdown.

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