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.

Julie Norman, a Middle Eastern affairs expert, and Mark Lowcock, a seasoned global crisis analyst, delve into the explosive situation in Lebanon and its implications for regional diplomacy. They discuss escalating tensions in the Israeli-Palestinian conflict and the impact of recent UN resolutions. Beyond the Middle East, they touch on Sri Lanka’s political shifts and the effects on its economy. Additionally, the duo reveals how international diplomatic efforts could shape future humanitarian initiatives amid rising global instability.

Julie Norman, a political analyst, and Nik Gowing, a seasoned commentator, join Kamala Harris, the expected nominee, as they delve into the political dynamics at the Democratic National Convention. They discuss Biden's impending exit and the significance of Harris's unity message amidst party rifts over Gaza. The conversation highlights the challenges of leadership changes, public sentiment, and strategic shifts in the Democratic ticket, providing a vivid picture of the complexities facing the party in a turbulent political landscape.

Julie Norman discusses Trump's victory at the Iowa Caucuses. Claudia Sahm gives her take on the Fed's interest rates. Julia Coronado talks about the inflation environment. Barry Ritholtz breaks down the week ahead in markets. Ken Rogoff looks at inflation in the face of our current geopolitical situation.

Mandy Xu advises monitoring multiple asset classes. Michael O'Leary says Ryanair remains committed to Boeing. Amanda Lynam discusses focus on selective credit investing. Julie Norman talks about Israel-Hamas war and Blinken's visits. Ashley Allen discusses resilient consumer spending.

Trump faces serious trouble with recent indictments in Georgia, potentially impacting his 2024 campaign. The podcast discusses different types of indictments and the inability to pardon a state level indictment. The theory is explored that Democrats want Trump as the GOP nominee in the general election. The timing of ongoing investigations and challenges posed by legal proceedings are examined. The use of a special grand jury and accusations under Georgia's Rico law contribute to the case against Trump. Trump's legal challenges and their impact on his presidential campaign are discussed, raising questions about his chances of winning the nomination and becoming president despite possible convictions.