Kelly Grieco

In this discussion, guests Joshua Shifrinson, an expert on international security, and Kelly Grieco from the Stimson Center argue that Trump's provocative approach can ultimately strengthen alliances through tough love. In contrast, Liana Fix, a Fellow at the CFR, and foreign policy scholar Charles Kupchan emphasize that the unpredictability under Trump's leadership is eroding trust among allies, especially in Europe and Asia. They delve into concerns about American reliability, the implications of domestic politics on global commitments, and the potential rise of nuclear capabilities in allied nations.

Claudia Sahm, Chief Economist at New Century Advisors, shares insights on market and labor trends ahead of Jay Powell's speech. Gennadiy Goldberg, Head of US Rates Strategy at TD Securities, discusses the timeline for the Fed's rate easing cycle and its potential impacts. Kelly Grieco, Senior Fellow at the Stimson Center, analyzes the implications of the Trump-Putin summit on the ongoing war in Ukraine. This conversation explores pivotal economic decisions and geopolitical strategies shaping the future.