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.

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!

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.

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.

Gargi Chaudhuri from BlackRock discusses her Q4 outlook and equity preferences amid the Fed’s easing cycle. Jim Glassman offers insights on the latest US labor market trends and economic projections. Henrietta Treyz analyzes crucial political dynamics ahead of upcoming elections, focusing on key candidates like Harris and Trump. Dan Williams provides on-the-ground coverage of unfolding events in the Middle East following significant anniversaries. Lisa Mateo highlights notable trends in the media industry, including the effects of budget cuts.

Guests discuss the assassination attempt on Trump, analyzing political stability, historical parallels to violence, and reactions from Biden and Trump. They delve into the aftermath, calls for calmer rhetoric, security preparations, gun control, and the implications on future elections.

Jurrien Timmer, Director of Global Macro at Fidelity Management, analyzes market volatility ahead of potential Fed changes. Henrietta Treyz, Managing Partner at Veda Partners, discusses Kamala Harris's surge in the polls as her campaign gains momentum. Ayesha Kiani shares insights on President Trump's comments regarding Bitcoin and its market implications in the context of the upcoming presidential race. The conversation highlights the intersecting dynamics of politics and digital assets, setting the stage for an intriguing election season.

Henrietta Treyz, Managing Partner at Veda Partners, discusses how the Trump-Harris race could influence the markets. Hugh Johnson, Chairman at Hugh Johnson Economics, shares insights on the potential impact of economic policies and challenges facing equities. Lisa Mateo highlights emerging trends in luxury retirement communities, reflecting on changing attitudes towards retirement living. Together, they explore the intersections of politics, economics, and lifestyle choices in a rapidly evolving landscape.

Andrew Hollenhorst, Chief US Economist at Citi, shares insights on labor market concerns and the trajectory of interest rates amid recent job data. Henrietta Treyz, Managing Partner at Veda Partners, previews the high-stakes debate between Kamala Harris and Donald Trump, discussing strategies aimed at attracting key voter demographics. Republican Representative French Hill analyzes the evolving dynamics in the political landscape, emphasizing the candidates' approaches to immigration and economic challenges as they prepare for a critical moment in the campaign.