Blair. Good morning Vivian. Good to see you.>> Good morning Frank. Good to see you too. >> So just looking at the Chinese equities this morning, we were showing some of the ETFs that track Chinese equities.Earlier in the show. We didn't see a lot of big moves. Was this already priced in when it came to Chinese stocks.>> I think that to some extent market probably expected this given the complexity of the negotiation of two countries on the topic of tariff. And so that's why I think to some extent that you d ...

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as the best performing stock in the S&P 500 this year. With a strong week in the books, markets now turn their attention to the July CPI report coming out on Tuesday. Can the numbers derail the recent rally.Let's bring in Jack Stewart. He's the lead portfolio strategist at Natixis. Jack, great to have you with us.What are your expectations. Do we actually start seeing inflation from tariffs show up. >> You know I think if you look at the most recent prints that we've had, we're seeing signs of it starting t ...

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Politicization and weaponization of the Fed and key economic jobs could make it harder for President Trump to get his nominees confirmed by the Senate. For more on this, we want to bring in Libby Cantrell, who is head of public policy at PIMCO. Libby, it's it's kind of hard to think of the president getting shut down over an economic appointee, particularly given how much power he's had and how much sway he has had with the Senate controlled House and Senate lately.But why do you think things are going to b ...

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Well, someone else is going to be uh handling that one way or another, it seems. Neil Dada, what what do you make of what we got in the data today. The best data that we have at the moment anyway, and what investors should really take away from it about the state of this economy and the market.Well, I think for the Fed, it feels a little bit like deja vu all over again because this is kind of where we were around the same time last year. um you know things sort of uh seem okay and then you kind of get punch ...

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Economic Outlook & Monetary Policy - Consumption growth has slowed significantly, from 3% last year to only 1% this year, marking the first two descents since 1993 focused on consumer behavior and the labor market [1] - With inflation around 2-4% and short rates at 43%, the Fed's monetary policy is considered too restrictive, suggesting potential for more rate cuts than the dot plot indicates [1] Geopolitical Risks & US-China Relations - Despite potential diplomatic efforts, both the US and China are reportedly preparing for potential conflict over Taiwan [1] - The exchange of Nvidia H20 chips for rare earth magnets is viewed as a questionable transaction, potentially enabling China's military advancements [1] - Concessions to China are seen as enabling the modernization of their combat forces, particularly in AI capabilities [1] US-Russia Relations & Sanctions - President Trump is setting a deadline for a peace deal between Russia and Ukraine, threatening stricter sanctions if no progress is made [1] - The US has the ability to impose more impactful sanctions on Russia by targeting remaining foreign correspondent banks that facilitate dollar transactions [2][3]

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