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.

Rob Sockin, a member of Citi's Global Economics team, dives into the complexities of the Big Beautiful Bill being debated in Congress. He highlights the ongoing debates over tax policies and spending cuts and their potential impact on the national deficit. Sockin addresses the troubling rise of government deficits worldwide, detailing the implications for economies like France and China. He also discusses how the Federal Reserve is navigating these turbulent waters while balancing inflation and growth challenges. It's a fascinating look at fiscal policy's future!

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.