Joe Lavorgna

Joe Lavorgna, Counselor to the Treasury Secretary, discusses the current surge in U.S. business investment resembling the tech boom of the late 90s. He highlights the impact of recent legislative changes that are fostering a manufacturing renaissance through improved tax incentives. Lavorgna examines the unexpected stability in tariff-sensitive goods amidst inflation concerns. He also shares insights on the mixed signals in the economy, emphasizing strong capital expenditures despite a decline in manufacturing and the potential for recovery as interest rates shift.

Joe Lavorgna, Chief Economist at SMBC Nikko Securities and former Trump economic advisor, passionately argues that new targeted tariffs could herald a 'Golden Age' for the U.S. economy without causing inflation. He outlines the implications of Trump’s upcoming announcements on trade relations. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, shares her insights on the recession risks and market anxieties tied to these tariffs, while dissecting the contrasting fortunes of tech stocks versus broader market indices. A lively discussion on navigating economic uncertainty unfolds.

Joe Lavorgna, a prominent Wall Street economist and former Chief Economist in the Trump administration, shares his insights on economic strategies from inside the White House. He discusses how Trump's policies on tariffs and immigration aimed to supercharge growth. Lavorgna also reflects on the challenges faced by the Federal Reserve post-COVID and the contrasting economic conditions in China and Japan. His career advice emphasizes the importance of intellectual curiosity and the impact of classic investment literature in navigating finance.

Scott Bessent, U.S. Treasury Secretary, discusses strategies to fight domestic extremist financing while supporting economic growth for Main Street and young Americans. Joe LaVorgna provides insights on the economic consequences of the government shutdown, emphasizing the importance of macroeconomic stability. Lee Zeldin, EPA Administrator, shares the agency's deregulatory agenda and the Great American Comeback initiative. Senator Mike Lee reflects on Charlie Kirk's legacy and the current political climate, addressing concerns over rising violence and government size.

Joe Lavorgna, Counselor to the Secretary at the Treasury, dives into President Trump's tax bill and its potential impacts as tariffs loom. Kevin McCarthy, former Speaker of the US House, outlines challenges faced by Speaker Mike Johnson in rallying Republican support for the same tax bill. Meanwhile, Jeetu Patel, Chief Product Officer at Cisco, shares insights on the company’s innovations and future strategies. The discussions reveal the intricate dance between politics and technology in shaping the economic landscape.

Diana Oleg, a housing market reporter, dives into September's home sales and inventory trends, highlighting first-time buyers and median price changes. Joe LaVorgna, Counselor to the Treasury Secretary, discusses fresh Treasury analysis on the federal deficit and the potential for increased tariff revenues. They also explore the implications of Tesla's recent performance, contrasting strong revenue growth with falling share prices. The IMAX CEO shares insights on a record-breaking quarter, adding another layer to the market's vibrant discussion.

Joe Lavorgna, Counselor to the Treasury Secretary, discusses the resilience of the economy amidst new JOLTS data and yields shifting. He emphasizes the admin's focus on strong economic indicators. David Zervos, Chief Market Strategist at Jefferies, shares insights on monetary policy and the Fed's strategies. They dive into Google's major antitrust win, which analysts see as a potential turning point for the stock. The conversation also touches on Pfizer's transparency around vaccine data and the current state of automotive sales, particularly with electric vehicles.

Joe Lavorgna, Counselor to Treasury Secretary Scott Bessent and former economic advisor to President Trump, dives into the legal intricacies behind Lisa Cook's potential dismissal from the Federal Reserve. He discusses how this clash affects public trust in government and the need for accountability in federal appointments. The conversation touches on anticipated interest rate cuts and the political dynamics surrounding them, while also analyzing inflation trends and the government’s investment in major tech companies like NVIDIA and Intel.

In a thought-provoking discussion, Christopher Smart, Managing Partner at Arbroath Group, Joe Lavorgna, Chief Economist at SMBC Nikko Securities, and Ellen Wald, Nonresident Senior Fellow at the Atlantic Council, tackle the rising U.S.-China trade tensions. They explore the complexities behind escalating tariffs and the reluctance of both nations to negotiate. Smart and Lavorgna share insights on the political maneuvering at play, while Wald highlights the impact on global energy markets. The conversation sheds light on the unpredictable landscape of international trade.

Sen. John Fetterman discusses Democrat division and Biden's 2024 campaign. Economists analyze inflation impact on Fed rate cut. Bank of America reveals credit card spending decline. Apple EU deal and Pepsi's slowed demand are highlighted.