Tracie McMillion warns of consumer confidence impact on pricing power. Janet Henry predicts Fed cuts in September or December due to election month. Mandy Xu discusses how markets price election-related volatility.

Global Chief Economist at HSBC Global Research, Janet Henry, discusses the outlook for the world economy amidst central banks' rate cutting cycles. Topics include positive economic signs, global GDP forecasts, US productivity advantage from AI adoption, post-election fiscal speculations, and policy rate forecasts with a focus on rate cuts.

Christyan Malek, JP Morgan Securities Global Head of Energy Strategy, sees oil normalizing towards $100. Jordan Rochester, Nomura G-10 FX Strategist, says the dollar strength is already near disruptive levels. Saira Malik, Nuveen CIO, challenges the soft landing narrative. Janet Henry, HSBC Global Chief Economist, discusses China's economic stability and recovery, as well as the evolving narrative of Hong Kong in the financial sector.