Daleep Singh discusses the flight to quality in uncertain markets. Julie Norman talks about the challenges Israel faces in responding to attacks by Hamas. Torsten Slok comments on the Fed's tightening and a slowing economy. Savita Subramanian predicts a rip in markets with a projected 4,600 S&P by year-end.

Peter Tchir's favorite hedge is calls on the treasury market. Steven Major observes evidence of capitulation in the markets. Julie Norman predicts the Israel-Hamas war will define the region's future. Erika Najarian discusses bank earnings. Doug Kass factors geopolitical risk into his market outlook.

Raghuram Rajan discusses India's economic prospects. Kate Moore talks about equity sentiment, inflation, and the Fed. Julie Norman dives into the war in Israel and geopolitics.

In this discussion, Christopher Lord, the U.S. editor for Monocle, joins Middle Eastern analysts Julie Norman and Yossi Mekelberg, along with former negotiator Aaron David Miller. They analyze the shifting U.S.-Israel relationship amid the ongoing Gaza conflict and how a change in Democratic leadership could affect foreign policy. The conversation touches on the Democratic National Convention's stance on Israel and Palestine, the impact of domestic protests on U.S. policy, and the complexities of achieving lasting peace in the region.

Stuart Kaiser, Head of US Equity Trading Strategy at Citi, emphasizes the critical importance of labor data on equity markets. Congressman French Hill discusses the implications of recent dockworker strikes, Basel III regulations, and their potential impact on the upcoming elections. Julie Norman, a professor at University College-London, delves into the geopolitical tensions in the Middle East, particularly concerning Hezbollah and Israel's military actions. Together, they explore how economic factors and global trade are intertwined with domestic labor movements.