Nazak Nikakhtar

Matthew Hornbach, Global Head of Macro Strategy at Morgan Stanley, shares insights on the market outlook and anticipates a December interest rate cut despite potential government shutdowns. Kathryn Wylde, President & CEO of the Partnership for New York City, analyzes the implications of the recent mayoral election on Wall Street and local business. Nazak Nikakhtar, former Commerce Department official, discusses the Supreme Court's examination of presidential tariff powers under the International Emergency Economic Powers Act. Jim Zelter of Apollo Global Management warns about the risks of high valuations in AI investments.

Discusses the House vote on banning TikTok, national security concerns, legal challenges, potential Chinese retaliation, and complexities of TikTok legislation amidst US-China geopolitical tensions

Nazak Nikakhtar, a former Commerce Department official during Trump’s first term and a law partner at Wiley, delves into the heated trade war with China. She emphasizes the vulnerability of the tech industry facing Beijing's retaliation amid soaring tariffs. Nikakhtar discusses the complexities of U.S.-China economic decoupling and the need for local supply chains to mitigate crises. She raises concerns about national security intertwined with corporate influence, particularly regarding companies like Huawei, painting a vivid picture of the geopolitical landscape.