Michael Froman

In a fascinating discussion, Michael Froman, former U.S. Trade Representative and current president of the Council on Foreign Relations, explores the collapse of the old global trading system. He dives into how aggressive tariffs and shifting policies have led to a 'polyamorous' trading world, where countries engage fluidly with various partners. Froman also highlights the implications of friendshoring and the economic security tradeoffs that come with evolving alliances, offering a thought-provoking look at the future of global trade.

Michael Froman, former U.S. Trade Representative and current President of the Council on Foreign Relations, discusses the profound changes to the global economy due to recent tariffs. He argues that the traditional trade order is irreparably damaged and warns of potential economic anarchy. Froman emphasizes the necessity of implementing new rules in global trade, even in the absence of a unified system. He also highlights the interplay between economic policies and national security, pointing to the evolving landscape of international trade agreements.

Michael Froman, former U.S. Trade Representative under Barack Obama and current president of the Council on Foreign Relations, dives into the shifting landscape of global trade. He discusses how recent U.S. policies have disrupted decades of progress towards free trade and the potential fragmentation of the economy. Froman examines the World Trade Organization's role in supporting smaller nations, the emergence of new trade partnerships, and the public's perception of U.S. foreign policy, especially amid geopolitical challenges.

Michael Froman, the President of the Council on Foreign Relations and former U.S. Trade Representative, discusses the fallout from 'Liberation Day' and its impact on Silicon Valley. He explores the uncertainties tariffs introduce for tech investments and supply chains. Froman highlights the ongoing U.S.-China negotiations, particularly concerning TikTok, and the potential regulatory challenges from the EU and China. His insights shed light on how protectionism might reshape American innovation and competitiveness in a rapidly evolving global market.

In this insightful discussion, Monica Guerra from Morgan Stanley Wealth Management shares her take on how the 2024 election could sway investor sentiment. Dan Ives of Wedbush Securities reacts to Microsoft and Meta's earnings, highlighting the importance of tech in the upcoming reports. Brian Levitt from Invesco breaks down market drivers amidst political and geopolitical turbulence. Michael Froman, from the Council on Foreign Relations, delves into tariffs, giving a glimpse of what a Harris or Trump administration might mean for trade policies.