Monica Guerra

Join Monica Guerra, a Policy Analyst at Morgan Stanley, who sheds light on the economic implications of new policies. Henrietta Treyz, Managing Partner at Veda Partners, shares insights on how executive orders affect investors and industries. Stefan Selig, former Undersecretary of Commerce, provides a unique perspective on trade policies and their market reactions. The conversation navigates immigration reforms, tax cut discussions, and the complex relationships between politics, money, and economic disparities in a vibrant political landscape.

Guests Nathan Dean, a senior policy analyst, and Ed Mills, a managing director at Raymond James, dive into the potential changes in financial regulations under a Trump presidency. Wendy Schiller, a political expert from Brown University, discusses the ramifications for the Democratic Party. Gautam Mukunda from Yale analyzes the economic impacts, while Monica Guerra, head of US policy at Morgan Stanley, highlights market reactions to the election results. The conversation explores trade, energy policies, and the shifting political landscape.

Monica Guerra, Executive Director at Morgan Stanley Wealth Management, shares insights on Trump's economic policies and cabinet selections. Ellen Wald, Senior Fellow at the Atlantic Council, dives into the complexities of the oil market amid Middle Eastern tensions. Lisa Mateo, a Bloomberg journalist, adds her take on current events. The discussion touches on the $2 trillion budget deficit, immigration reforms, and the unexpected stability of oil prices, reflecting on their implications for inflation and the U.S. economy.

Monica Guerra, Head of US Policy at Morgan Stanley, dives into President Trump's tariff regime and its economic implications. She discusses how recent tariff policies can impact the budget deficit and the rising revenue from tariffs. Guerra emphasizes the complex relationship between government actions and market behavior, highlighting consumer sentiment and resilience in various sectors. The conversation also touches on the economic landscape shaped by these policies and their effects on small businesses and overall market stability.

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.