Lori Calvasina, the Head of US Equity Strategy at RBC Capital Markets, shares her S&P targets and market insights as volatility looms. Ernie Tedeschi from the Yale Budget Lab delves into the implications of Trump's tariff regime, including a recent court ruling that could shift the landscape. Fatima Boolani, co-head of Citi's US Software Equity Research Team, highlights critical debates in tech and communications leading up to 2025. Together, they unravel the intricate connections between tariffs, market dynamics, and technological advancements.
