Krishna Guha

Krishna Guha, a former New York Federal Reserve executive now at Evercore ISI, and Kate Davidson, managing editor at Bloomberg News, dive into the impact of Donald Trump’s rhetoric on Federal Reserve Chair Jerome Powell. They discuss the potential crisis if Wall Street begins doubting the Fed's independence. Guha warns that confidence in the Fed hinges on its ability to act without political pressure, while Davidson raises questions about Powell's future and the implications of a potential leadership change in the Fed.

Krishna Guha, Vice Chairman at Evercore ISI, shares his insights on the rocky outlook for US markets and the economy. Rob Sockin, Director of Research at Citi, highlights the risks stemming from President Trump's tariff policies and the potential fallout if Fed Chair Jay Powell is fired. These discussions explore how political maneuvers could destabilize economic confidence, impact Fed independence, and reshape trade dynamics amidst ongoing tensions that are steering the global economy.

Mike Johnson, the Republican Speaker of the House, shares insights on the House tax bill and the challenges of getting it through the Senate. He emphasizes the urgency in legislative efforts before upcoming elections. Krishna Guha, Vice Chairman at Evercore ISI, discusses the economic outlook and the Fed's approach to interest rates. The conversation touches on labor market dynamics, economic trends, and the role of government spending in shaping fiscal policies.

Austan Goolsbee, President of the Federal Reserve Bank of Chicago and former economic advisor under Obama, teams up with Krishna Guha, Vice Chairman at Evercore ISI and central banking expert. They dive into the current state of the economy, scrutinizing the Fed's inflation strategies amid political pressures. Guha discusses the potential fallout of threats to Fed leadership, while Goolsbee emphasizes the critical need for central bank independence. The duo also reflects on how tariffs influenced economic policy, providing insights into the future landscape of monetary challenges.

Mark Zandi from Moody's Analytics discusses the Federal Reserve's likely September rate cut. Melissa Otto and Sarah Kunst analyze Meta's impressive 22% revenue growth and its significance in the tech sector. Krishna Guha explores the economic implications of a potential second Trump presidency, highlighting how political scenarios could affect monetary policy and overall stability. The conversation also touches on investor optimism in the stock market amid fluctuating interest rates.