Marc Miller, Canada's Minister of Immigration, shares insights on the government's surprising reduction of immigration targets. He explains the complexities of balancing labor needs with a growing population. Miller discusses the economic impacts of these changes, particularly housing affordability, and emphasizes the importance of public trust in the government's approach. He advocates for a clear narrative on immigration, acknowledging past challenges while outlining a collaborative future between government and industry.

Roger Ferguson, a former Fed Vice Chairman, predicts inflation trends with insights on recent PCE data. Former President Barack Obama discusses his endorsement of Vice President Kamala Harris, sparking debates on her potential impact on energy markets. Helima Croft analyzes how a Harris presidency could affect oil prices amid global changes. Lastly, Marc Miller, CEO of Universal Health Services, shares the company's strong earnings and the evolving landscape of healthcare, reflecting positive growth and labor market improvements.