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!

Jennifer Lawless, a professor and politics chair at the University of Virginia, dives into President Trump's recent commentary on U.S.-China trade relations, suggesting a new deal could be on the horizon despite ongoing tensions. She also discusses Trump's critique of Ukrainian President Zelensky during the ongoing conflict, leaving Ukraine with limited options. Additionally, the conversation touches on Trump's legal maneuvering against NYC's congestion pricing, raising questions about the future of urban tolling initiatives and economic policies.

In this engaging discussion, Torsten Slok, Chief Economist at Apollo Global Management, shares his insights on the potential for interest rate cuts and economic forecasts. Jennifer Lawless, a political expert from UVA, delves into the crucial role of women in upcoming elections and the barriers they face. Jeffrey Rosenberg from BlackRock analyzes bond market trends and signals for economic growth, while Greg Giroux highlights the impact of down-ballot races on political power dynamics. The conversation is a captivating blend of economics and politics!

Brendan Murray, Bloomberg's Global Trade Editor, outlines the looming tariffs under Trump’s administration and their potential impact on trade dynamics. Christopher Smart analyzes the immediate effects of Trump's policies on market sentiment. Jennifer Lawless discusses the significant political ramifications of Trump's presidency. Ed Mills dives into how these changes could sway market trends, emphasizing the intricate relationship between executive actions and economic stability.

Chuck Clough, Chairman at Clough Capital, dives into current market trends, emphasizing the interplay of earnings and investor reactions. Jennifer Lawless from the University of Virginia shares insights on the pivotal dynamics of the 2024 presidential race. Retired Brigadier General Mark Kimmitt analyzes the complexities of the Middle East conflict and its global implications. Lisa Mateo rounds things out by discussing crucial news trends, making for a well-rounded look at how politics and geopolitics impact financial markets.