Jon Lieber

Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, discusses rising inflation risks and market strategies amid political shifts. Jon Lieber, Managing Director at Eurasia Group, shares insights on the entrenched views of Trump and Harris affecting voter sentiment. Jessica Taylor, Senate and Governors Editor at The Cook Political Report, emphasizes the correlation between presidential and senate races. Together, they navigate the impact of political dynamics on market stability and investor strategies as election day approaches.

Jeff Rosenberg of BlackRock analyzes the payrolls report impact on the Fed. Pooja Kumra discusses market reaction to UK and French elections. Jon Lieber comments on Biden's campaign status before ABC interview.

In this discussion, Sayuri Shirai, a Professor of Economics at Keio University, shares insights on Japan's economic challenges, including inflation and consumer behavior. Garfield Reynolds, Bloomberg's Chief Rates Correspondent for Asia, highlights the resilience of Japanese banks in a changing global economy. Jon Lieber from Eurasia Group delves into US-China relations and how the upcoming elections may reshape tariffs and trade dynamics. The trio also examines the implications of unexpected US job claims and GDP forecasts on global markets.

Angelo Zino, a Senior Equity Analyst at CFRA Research, delves into Nvidia's strong earnings and growth potential in AI technology. Jon Lieber, Head of Research at Eurasia Group, discusses the delicate balance of U.S.-China relations amidst ongoing diplomatic talks and the implications for national security. Daan Struyven, from Goldman Sachs, reveals a revised outlook for oil prices amidst OPEC+ concerns, while addressing the financial resilience of U.S. shale producers and their influence on future market dynamics.

Guests discuss Kamala Harris's campaign strategy, market trends, dollar outlook, and investing strategies. They also compare offshore markets, analyze industrial companies' performance, and project the impact of political leadership on markets and investing.