🔴 Live | Trump Sparks a Global Trade War, Targeting Canada, Mexico and China

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Today's guests:
7:00 Gregory Daco, Chief Economist at EY Parthenon, joins for a discussion on the economic fallout of the US trade war
7:10 Dan Tobon, Senior FX & Macro Strategist at Citi, discusses the global currency reaction to Trump tariffs and how the Fed might be positioning its rate strategy
7:25 Jean Boivin, Head of the BlackRock Investment Institute, talks about how his group is navigating market and geopolitical uncertainties amid a market selloff
7:40 Brendan Murray, Bloomberg News Trade Tsar, joins to discuss the fallout of the US-led trade war
7:55 Lisa Mateo on newspapers
8:00 Barbara Reinhard, CIO: Multi Asset Strategies & Solutions at Voya Investment Management, discusses why it's time to buy equities and why European fundamentals look positive
8:25 Abby Joseph Cohen, professor at Columbia Business School, joins for an extended discussion on the economic policies of a second Trump administration and the risks of cutting government research funding
8:55 Emily Graffeo, cross asset reporter with Bloomberg News, joins to discuss the scrutinized private debt ETF
9:00 Matt Miskin, Co-Chief Investment Strategist John Hancock Investment Management, discusses how trade war concerns are rippling through markets all while traders have been grappling with inflation fears
9:10 Sarah Ponczek, portfolio manager at UBS, talks about portfolio positioning
9:25 Carl Weinberg, Chief Economist and Managing Director at High Frequency Economics, brings us into the market open, discusses his most recent market commentary, and talks Trump tariffs
9:41 Jay Bowen, President & CIO at Bowen, Hanes, on positioning for backloaded growth and the real time reprivitization of the US economy
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