Amos Hochstein, Senior Advisor to the President for Energy and Investment, discusses the nuances of White House energy policy and ongoing ceasefire talks in Gaza. Steve Englander, Global Head of FX Research at Standard Chartered, analyzes the strength of the Yen and market expectations surrounding a potential rate hike from Ueda. Kelsey Berro, a Fixed Income Portfolio Manager at JPMorgan, sheds light on shifting Federal Reserve expectations in response to robust U.S. economic data, impacting investment strategies in the bond market.

Maya MacGuinneas discusses the federal budget deficit, Amos Hochstein talks about US energy policy, and Ed Hyman covers economic signals. Topics include Middle East conflict, energy strategies, US energy transition, inflation's impact on retirement security, Federal Reserve's approach to economic changes, and 2025 fiscal policy challenges for the US.

Amos Hochstein, White House energy adviser, talks about the success of US sanctions in reducing Iran's oil exports from 3 million to 1 million barrels a day. They also discuss the current state of oil exports from Russia, Iran, and Venezuela, the relevance of OPEC Plus, the US's role in the global oil market, transitioning to electric vehicles, and the importance of investments in the energy sector.