Timothy Fiore, Chair for ISM’s Manufacturing Business Survey Committee, shares insights on unexpectedly strong manufacturing data and its implications for the economy. David Waddell, CEO and Chief Investment Strategist at Waddell & Associates, discusses market outlook amid shifting political landscapes. Enrique Gonzalez, BNEF Head of US Gas Research, examines the future of U.S. LNG exports and the impact of policy changes. The conversation highlights Intel’s CEO dismissal and broader market dynamics driven by geopolitical uncertainty.