Jordan Rochester

Jordan Rochester, Head of Macro Strategy at Mizuho, and Jim Caron, CIO at Morgan Stanley Investment Management, dive into pressing economic issues. They discuss President-elect Trump's tariff threats, questioning their seriousness and implications. Caron highlights the recent equity selloff as a healthy market correction. The conversation also touches on currency trends, anticipated interest rate changes, and the potential impacts of infrastructure investments, offering a comprehensive outlook as 2025 approaches.

Ann Selzer, a renowned Iowa pollster, discusses her latest findings showing Kamala Harris leading Donald Trump, shedding light on shifting voter sentiments. Jordan Rochester analyzes the market's response to the recent jobs report and outlines how upcoming elections could impact economic indicators. Bob Woodward reflects on political dynamics post-Watergate and parallels with today's leadership issues. Lisa Mateo emphasizes the crucial role of newspapers in presidential endorsements, stressing the importance of robust journalism in shaping public opinion.

Frances Donald, Chief Economist at RBC, shares insights on the challenges of inflation and consumer spending trends affecting U.S. economic growth. Jordan Rochester, Head of FICC Strategy at Mizuho EMEA, discusses the strength of the USD and the implications of global economic changes. Mick Mulroy, Co-founder of the Lobo Institute, offers a nuanced perspective on military strategies in Ukraine and the importance of U.S. support amidst geopolitical tensions. Their engaging conversation highlights the complex interplay of economics, politics, and security.