Henrietta Treyz

Ed Yardeni, Chief Investment Strategist at Yardeni Research, discusses the equity rally and the Federal Reserve's policy challenges amid a mixed labor market. Henrietta Treyz, co-founder of Veda Partners, shares insights on Congressional priorities and the upcoming tariff landscape as legislators return to work. Gennadiy Goldberg, Head of US Rates Strategy at TD Securities, offers analysis on interest rates following the Jackson Hole meeting, highlighting divisions within the Fed about potential cuts. Tune in for expert predictions on the economy's direction.

Henrietta Treyz, a managing partner at Veda Partners and expert on D.C. political and economic dynamics, dives into pressing issues facing markets in 2025. She discusses the implications of strategic appointments by the President-elect and their influence on tariffs and trade relations. Treyz also explores the challenges retailers face from misinformation campaigns amidst changing consumer behaviors, emphasizing how the industry must adapt to maintain profitability in today's landscape.

Join Monica Guerra, a Policy Analyst at Morgan Stanley, who sheds light on the economic implications of new policies. Henrietta Treyz, Managing Partner at Veda Partners, shares insights on how executive orders affect investors and industries. Stefan Selig, former Undersecretary of Commerce, provides a unique perspective on trade policies and their market reactions. The conversation navigates immigration reforms, tax cut discussions, and the complex relationships between politics, money, and economic disparities in a vibrant political landscape.

Joumanna Bercetche, a Bloomberg Television anchor in Dubai, and Henrietta Treyz, Managing Partner at Veda Partners, delve into the geopolitical implications of the Assad regime's collapse in Syria. They discuss the jubilant reactions from Syrians and the emerging complexities in regional politics. The duo also explores how these developments impact the market, emphasizing the need for cautious investment strategies amidst shifting political landscapes and potential legislative challenges in Washington.

Join experts Nathan Dean, a Senior Policy Analyst, and Henrietta Treyz, an Economic Policy Director, as they dissect the competitive dynamics of the 2024 U.S. presidential election. Jennifer Lawless from UVA delves into the Trump-Harris race, while David Paleologos shares polling insights. Christopher Smart emphasizes the election's economic impact. They discuss key voter issues like democracy and abortion, swing states' roles, and how market dynamics will shift based on electoral outcomes. It's an enlightening blend of politics and economics!

Ryan Petersen, the Chairman and CEO of Flexport, dives into the world of tariffs and discusses how U.S. trade policies reshape business landscapes. Joining him is Eric Rosengren, the former President of the Federal Reserve Bank of Boston, who analyzes key economic data and the labor market's outlook, alongside potential rate cuts. Henrietta Treyz, co-founder at Veda Partners, critiques the Trump administration's trade policies and their economic repercussions, offering insights on the broader implications for U.S. financial strategies.

Henrietta Treyz, Managing Partner at Veda Partners, discusses the complexities of President Trump's tariffs and their potential impact on agriculture and trade. Sarah Ponczek of UBS analyzes the fluid market outlook amidst escalating tariff tensions, signaling a possible cycle of retaliation. Steve Man, a Bloomberg analyst, highlights the automotive industry's response to these tariffs and the challenges of reshoring production, revealing how these factors could reshape U.S. manufacturing and job creation.

Ed Yardeni, President of Yardeni Research, analyzes the rise of bond vigilantes ahead of the election, signaling potential market shifts. Mark McCormick, Global Head of FX Strategy at TD Securities, argues that U.S. equities still promise strong risk-adjusted returns compared to other asset classes. Henrietta Treyz, Director of Economic Policy Research at Veda Partners, reveals that market sentiment is increasingly bullish on a Trump victory, with significant implications for the dollar and overall market dynamics. The discussions reveal how evolving political landscapes shape economic perceptions.

Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, shares her expertise on the implications of a Supreme Court ruling that allows the Trump administration to revoke legal status for 500,000 migrants, sparking debates around immigration policy. Brian Levitt, Global Market Strategist at Invesco, discusses how market trends, including a recent decline in the S&P 500 and the effects of tariffs, shape investment strategies. Together, they delve into the complex interplay between U.S. trade policies and economic outlook.

Rebecca Patterson, former Chief Investment Strategist at Bridgewater, shares her insights on the softening Chinese economy and the Fed's expected rate reductions. Henrietta Treyz of Veda Partners discusses governmental funding and the political landscape affecting tariffs and taxes. The two delve into U.S. economic predictions, contrasting views on the dollar's strength, and the connections between politics and agriculture, all while sprinkling in lighthearted anecdotes about avocados. Their dynamic conversation reveals the intricate interplay of global markets and local economies.