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.

Julie Norman and Yossi Mekleberg dive into the delicate state of the Israel-Hamas ceasefire talks amidst political unrest. They discuss the complexities of international diplomacy and how U.S. and Russian interactions could impact broader geopolitical dynamics. The conversation touches on the trust issues influencing negotiations, along with humanitarian considerations. They also explore the quirky side of global culture, featuring a Belfast hotel known for its extravagant cocktails, illustrating the contrast between serious affairs and indulgent experiences.