Episode Details

- Seema Shah, Chief Global Strategist at Principal Asset Management
- Jean Boivin, Head of the BlackRock Investment Institute
- Norman Roule, Former Senior US Intelligence Official & CSIS Transnational Threats Project Senior Adviser
- Abigail Watt, US Economist at UBS

Seema Shah, Chief Global Strategist at Principal Asset Management, shares her outlook for markets amid renewed hopes for a US-China trade deal. Jean Boivin, Head of the BlackRock Investment Institute, gives his views on the AI trade and its impact on the broader equity market. Norman Roule, Former Senior US Intelligence Official & CSIS Transnational Threats Project Senior Adviser, discusses what's next in the Middle East after Hamas freed all 20 remaining living Israeli hostages from the Gaza Strip on Monday morning, following a US-led deal reached late last week. Abigail Watt, US Economist at UBS, talks about the growing focus shift to alternate economic data amid the US government shutdown.

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