Daleep Singh, Deputy National Security Advisor for International Economics, discusses the impact of tariffs on prosperity, emphasizing strategic clarity over reliance on them. Kevin McCarthy, former House Speaker, predicts a 60% chance for Trump’s election win, stirring political speculation. Binky Chadha from Deutsche Bank provides insights on how presidential elections often don't alter the business cycle, while analyzing the stock market amidst political uncertainties and global geopolitical challenges.

Jon Lieber from Eurasia Group discusses the potential US involvement in the Israel-Hamas war. Gerard Cassidy reacts to Morgan Stanley's earnings. Binky Chadha highlights the equity market's resilience. Diana Amoa expresses concern about sovereign debt issues in the treasury market.