Amos Hochstein, Senior Advisor to the President for Energy and Investment, discusses the nuances of White House energy policy and ongoing ceasefire talks in Gaza. Steve Englander, Global Head of FX Research at Standard Chartered, analyzes the strength of the Yen and market expectations surrounding a potential rate hike from Ueda. Kelsey Berro, a Fixed Income Portfolio Manager at JPMorgan, sheds light on shifting Federal Reserve expectations in response to robust U.S. economic data, impacting investment strategies in the bond market.

Steve Englander, the Global Head of G10 FX Research at Standard Chartered Bank, dives into Treasury Secretary Yellen's remarks about Trump’s influence on the dollar and previews the BOJ's upcoming moves. Jeannette Lowe from Strategas discusses Kamala Harris's hunt for a VP pick amidst a shifting political landscape. Meanwhile, James Camp and Zach Griffiths analyze data suggesting possible rate cuts by the Fed in September, investigating how these financial decisions could impact markets and bond trading.

Economists Jonathan Pingle, Steve Englander, and Michael Feroli discuss the Fed's rate cuts, inflation, and the possibility of a US recession post Jay Powell's presser. They analyze the challenges of tight monetary policy, inflation management, and the economic outlook. The conversation also touches on unilateral intervention in FX markets, financial planning simplicity, job market struggles, and experiences at pretentious events and Michelin-rated restaurants.