Kelly Ann Shaw

Kelly Ann Shaw, a partner at Hogan Lovells US, discusses the potential market reactions to President Trump's tariff plan. Binky Chadha from Deutsche Bank offers insights on the uncertain impacts of tariffs on equities, pondering if they can recover from correction territory. Julia Coronado, a macroeconomic expert, explores the broader outlook for the U.S. economy and inflation amidst these developments. Together, they dissect the complex interplay of trade policies, market confidence, and economic indicators in a tumultuous landscape.

Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, shares warnings against market chasing amid breadth deterioration and highlights cautious investor sentiment. Bill Beach, Former Bureau of Labor Statistics Commissioner, discusses challenges in data collection post-shutdown that may impact economic indicators. Kelly Ann Shaw, former White House senior trade advisor, explains the administration's evolving tariff strategy amid public skepticism. Darrell Cronk, CIO for Wells Fargo Wealth & Investment Management, outlines his 'three I's' and advises on portfolio positioning as market dynamics shift.

Abigail Yoder, a strategist at JPMorgan, shares key insights on earnings season and its potential impact on equity markets. Kelly Ann Shaw, a partner at Hogan Lovells and former Trump trade advisor, delves into the complexities of ongoing U.S.-China trade negotiations, exploring potential deals. Neil Dutta, head of U.S. economic research at Renaissance Macro, discusses whether the data points toward a bullish outlook or an impending economic slowdown. Together, they navigate the intricate interplay of market dynamics and global trade challenges.

Sophia Yan, a senior foreign correspondent for The Telegraph with deep insights into China's political landscape, joins Kelly Ann Shaw, a former senior trade advisor to President Trump. They discuss the ongoing U.S.-China trade tensions and the evolution of Trump's trade war. Yan provides on-the-ground perspectives from her time in Beijing, while Shaw explains the strategic decisions made during Trump's presidency. They address whether Xi Jinping is open to negotiations amidst escalating economic stakes and the broader implications for global trade.

Steven Major, Global Head of FI Research at HSBC, shares keen insights on the bond market's impact on global economies. He discusses the recent decline of the 10-year government bond yield and its implications for monetary policy. Kelly Ann Shaw, former Deputy NEC Director, delves into trade policy dynamics, particularly regarding tariffs impacting Canada, Mexico, and China. Meanwhile, Michael Kushma, CIO at Morgan Stanley, highlights the disconnect between income and spending, offering valuable predictions on future inflation and market behavior.