Megan Casella

Megan Casella, CNBC's trade policy correspondent, and Ben Swinburne, Morgan Stanley's media research head, dive into the recent economic turbulence stemming from substantial tariffs on Canada. They explore how these trade policies could reshape consumer prices and market dynamics. The pair also discuss AI's transformative impact on Hollywood, highlighting innovations that enhance content creation while posing challenges to traditional roles. Lastly, coffee drinkers face a buzzkill as tariffs threaten their favorite brews, marking an intriguing intersection of global trade and everyday life.

Ed Yardeni, President of Yardeni Research, shares insights on economic trends and stock market resilience, while Megan Casella discusses rising trade tensions, particularly regarding Canada's digital tax. Mark Mahaney from Evercore ISI dives into technology stock dynamics and investment strategies. The conversation highlights the impact of the Federal Reserve on credit policies, the fierce competition among tech giants, and the upcoming earnings season as critical factors for investor strategies and market health.

Christina Partsinevolos, a CNBC correspondent who tracks the tech and semiconductor markets, joins Bryn Talkington of Requisite Capital, economic strategist Robert Kaplan, and Washington correspondent Megan Casella. They discuss the anticipated impact of Nvidia's earnings on investors and how U.S. export restrictions on semiconductors could lead to significant losses. The group also analyzes the economic landscape, Federal Reserve policies, and market adaptability amidst growing volatility, focusing on strategic insights for navigating challenging conditions.