Mary Lovely

Blake Gwinn from RBC Capital Markets offers insights on upcoming Fed rate cuts and their implications for U.S. Treasuries. Gargi Chaudhuri of BlackRock discusses record-high equity markets and the dominance of AI hyperscalers in earnings growth. Pierre Ferragu from New Street Research analyzes NVIDIA's future in the competitive U.S.-China AI landscape. Mary Lovely of the Peterson Institute highlights key issues in U.S.-China trade relations while pondering the effects of potential tariff reductions on economic tension.

Guests on the podcast discuss the AI rally focus, key investment drivers, China's Third Plenum expectations, and how voters view Biden and Trump's economic track records. The podcast also explores market predictions, generative AI investment opportunities, Chinese economic reforms, US-China relations, and economic conditions with insights on business risks and market performance.

Mary Lovely, a Senior Fellow at the Peterson Institute for International Economics, discusses the implications of the recent tariff truce between Trump and Xi, including rare earths and soybean purchases. U.S. Representative Jake Auchincloss shares insights on the government shutdown and its effects on the FAA, stressing the importance of airport staffing. The conversation also touches on energy policy, highlighting the need for a diverse clean energy mix to support growth while managing security risks around AI chip exports.