Sandra Swirsky, Founder and CEO of Integer, discusses escalating U.S.-China trade tensions, especially President Trump's threat regarding cooking oil—a move seen as retaliation for China's soybean sanctions. She elaborates on supply chain shifts, including Apple's expansion in Vietnam and potential inflation impacts from rising tariffs. Rob Williams, Managing Partner at Sage Advisory Services, analyzes recent bank earnings, noting consumer credit quality concerns and the Fed's likely rate cut. He touches on market dynamics amidst economic uncertainties and alternative data tracking.
