Jeannette Lowe

Jeannette Lowe, Director of Policy Research at Strategas Securities, dives into the unpredictability of policy from the Trump administration and the consequential trade tariffs. Subadra Rajappa, Head of US Rates Strategy at Societe Generale, shares insights on the potential paths for interest rates in the U.S., highlighting the effects of ongoing policy uncertainty. Together, they navigate the intricate relationship between tariffs, consumer behavior, and economic strategies while discussing the uncertainty facing small business owners.

Joining the discussion are Peter Tchir, Head of Macro Strategy at Academy Securities, who provides keen insights on market fluctuations amid tariff and inflation uncertainties, and Jeannette Lowe, Director of Policy Research at Strategas Securities, who assesses the potential impact of President Trump's proposed tariffs on the market. They delve into the intricate relationship between political statements and market dynamics, explore strategic tariffs, and analyze consumer sentiment challenges against the backdrop of rising prices.

James Hill, a Republican representative from Arkansas, shares insights on Trump's claims about presidential control over interest rates. Jeannette Lowe discusses the highly anticipated presidential debate scheduled for September 10, emphasizing the evolving political landscape. Debra Netschert dives into the healthcare sector, analyzing trends among GLP-1 medication producers and the surrounding complexities in obesity treatments. The conversation highlights both healthcare innovations and the intersecting impact of political decisions on the economy.

Steve Englander, the Global Head of G10 FX Research at Standard Chartered Bank, dives into Treasury Secretary Yellen's remarks about Trump’s influence on the dollar and previews the BOJ's upcoming moves. Jeannette Lowe from Strategas discusses Kamala Harris's hunt for a VP pick amidst a shifting political landscape. Meanwhile, James Camp and Zach Griffiths analyze data suggesting possible rate cuts by the Fed in September, investigating how these financial decisions could impact markets and bond trading.

Guests Joe Quinlan, Dean Maki, Ian Lyngen, and Jeannette Lowe discuss market implications of a Trump victory, US labor outlook, bond market sentiment, and SCOTUS ruling on Trump's immunity case. Topics include US dollar strength, economic impact, President Biden's response, Senate races, Biden's debate performance, economic data influence on bond market, Federal Reserve priorities, and potential market scenarios.