Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, talks tariffs and immigration's effects on the economy. She explores the potential inflationary impact of new policies, considering the uncertainty surrounding economic growth projections for 2025. The conversation highlights resilient consumer spending and the influence of a strong U.S. dollar. Lee also delves into the trade dynamics between the U.S. and Canada, emphasizing the importance of monitoring crucial economic indicators during these shifts.

Leslie Falconio, CIO of UBS Financial Services, dives into fixed income strategies and discusses why she anticipates a soft landing without significant yield declines. Jennifer Lee, Senior Economist at BMO Capital Markets, analyzes recent inflation data and its implications for the U.S. economy, highlighting consumer resilience. Joe Mathieu explores dynamic presidential campaign strategies, focusing on the contrasting approaches of Kamala Harris and Donald Trump, while emphasizing the importance of the Latino vote in the 2024 election.