Krishna Guha

Krishna Guha, Vice Chairman at Evercore ISI and former central banking expert, dives into the complexities of Fed policy, discussing committee divisions and the potential impact of rate cuts on markets. Venu Krishna, Head of U.S. Equity Strategy at Barclays, shares insights on the sustainability of the equity rally, highlighting tech sector growth and earnings analysis. Together, they explore factors like market speculation, credit tightening, and the evolving landscape of small caps, offering a nuanced view of current economic trends.

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.

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.

Krishna Guha, Vice Chairman at Evercore ISI, shares expert insights on the upcoming Fed meeting and navigates the complexities of the US economy, focusing on the need for stable inflation expectations. Meanwhile, Reza Pahlavi, Son of the Shah of Iran, discusses the escalating conflict between Israel and Iran, exploring potential avenues for regime change and the aspirations of the Iranian people for democracy. Their conversations intertwine pressing economic and geopolitical themes, making for a compelling dialogue.