Stephen Major

Doug Burgum, U.S. Secretary of the Interior and former North Dakota governor, shares insights on the potential reopening of energy ties with Venezuela and the importance of corporate investment in its infrastructure. Stephen Major, Global macro advisor at Tradition, discusses recent economic data and the bond market's shift towards lower interest rates despite volatility. Priya Misra from J.P. Morgan delves into Fed policy, rate-cut expectations, and their implications for housing markets, especially around mortgage affordability and MBS plans.