Geetha Ranganathan, a senior analyst focused on U.S. media, shares insights on Disney's strong financial performance despite market challenges. Henrietta Treyz, an expert in economic policy, discusses the nuanced impacts of tariffs under the Trump administration and the political landscape's complexities. Lisa Knee, a real estate specialist, analyzes the commercial sector's response to fluctuating interest rates, highlighting trends in office space and retail real estate, particularly in Manhattan's evolving market.

Bank of England keeps rates unchanged. Israel-Hamas war's political impact in Washington. US labor market slowdown leads to slowing inflation. Disney's plan to buy Comcast's stake in Hulu. Apple's earnings preview.