Rob Sockin

Krishna Guha, Vice Chairman at Evercore ISI, shares his insights on the rocky outlook for US markets and the economy. Rob Sockin, Director of Research at Citi, highlights the risks stemming from President Trump's tariff policies and the potential fallout if Fed Chair Jay Powell is fired. These discussions explore how political maneuvers could destabilize economic confidence, impact Fed independence, and reshape trade dynamics amidst ongoing tensions that are steering the global economy.

Featuring Nick Colas, co-founder of DataTrek Research, Rob Sockin from Citi, and Jennifer Lee from BMO, the conversation dives into the impact of AI and chip stocks on market growth. They discuss the intricate dynamics of gold and NASDAQ amid China's economic policies, reflecting on American resilience. Ethan Bronner, Bloomberg's Israel Bureau Chief, provides insight into the geopolitical tensions, highlighting Israel's firm stance on cease-fire talks and the significant power struggle in Lebanon, which shapes regional stability.