Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.
Chapters:
00:00 AI Boom, Fed Relief and a Battle for Capital
04:55 Rate Repricing Could Fuel the Equity Rally — Max Kettner, HSBC
17:41 US Faces Urgent Push to Rebuild Missile Stockpiles — Col. Wayne Sanders (Ret.)
28:38 Rhine River Crisis Threatens German Growth — Oliver Crook
32:34 Memory Chip Crunch Could Push Prices Even Higher — Angelo Zino, CFRA Research
41:35 Labor Market’s Lack of Dynamism Has Consequences — Nela Richardson, ADP
51:03 Fed Was Right Not to Raise Rates in July — Robert Kaplan, Goldman Sachs
1:03:07 Trump Uses AI to Stop China’s Transshipment Network — Peter Navarro, White House Trade Adviser
1:18:03 AI Boom Keeps Capital Markets Running Hot — Erika Najarian, UBS
1:28:16 AI Debt Is Reshaping the Investment-Grade Market — Brad Rogoff, Barclays
1:40:34 Sticky Inflation Won’t Derail the Equity Rally — Liz Thomas, SoFi
1:51:51 China Is New Swing Buyer of Oil, Blanch Says — Francisco Blanch, Bank of America
2:01:05 US PPI Cools More Than Expected, Easing Pressure on Fed — Michael McKee
2:04:32 Fed Shouldn’t Be Afraid of a September Rate Hike — Lydia Mashburn Newman, American Institute for Economic Research
2:17:29 AI Trade Is Expanding Beyond the Hyperscalers — Stephen Parker, JPMorgan Private Bank
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