Kelly Ann Shaw

Kelly Ann Shaw, a partner at Hogan Lovells US, discusses the potential market reactions to President Trump's tariff plan. Binky Chadha from Deutsche Bank offers insights on the uncertain impacts of tariffs on equities, pondering if they can recover from correction territory. Julia Coronado, a macroeconomic expert, explores the broader outlook for the U.S. economy and inflation amidst these developments. Together, they dissect the complex interplay of trade policies, market confidence, and economic indicators in a tumultuous landscape.

Kelly Ann Shaw, trade lawyer and former White House advisor, outlines tariff mechanics and legal limits. Adam Posen, economist and institute president, discusses inflation, Fed stance, and affordability pressures. Julian Emanuel, equity strategist, breaks down market resilience, NVIDIA and AI impacts, and sector rotation. They cover tariffs, rates, AI-driven market moves, and trade tensions in concise, lively conversation.

Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, shares warnings against market chasing amid breadth deterioration and highlights cautious investor sentiment. Bill Beach, Former Bureau of Labor Statistics Commissioner, discusses challenges in data collection post-shutdown that may impact economic indicators. Kelly Ann Shaw, former White House senior trade advisor, explains the administration's evolving tariff strategy amid public skepticism. Darrell Cronk, CIO for Wells Fargo Wealth & Investment Management, outlines his 'three I's' and advises on portfolio positioning as market dynamics shift.

In this discussion, Veena Nadjibulla, an expert on Asia-Pacific policy with a rich background in Canada-China relations, argues the importance of Mark Carney's diplomatic trip to Beijing amidst tariffs and trade tensions. She emphasizes the need for Canada to seek strategic autonomy over mere friendship with China. Kelly Ann Shaw, a former Trump administration trade official, shares insights on balancing U.S.-Canada interests while managing sensitive trade issues. Together, they explore how Canada can navigate complex international waters and forge its path with China.

Abigail Yoder, a strategist at JPMorgan, shares key insights on earnings season and its potential impact on equity markets. Kelly Ann Shaw, a partner at Hogan Lovells and former Trump trade advisor, delves into the complexities of ongoing U.S.-China trade negotiations, exploring potential deals. Neil Dutta, head of U.S. economic research at Renaissance Macro, discusses whether the data points toward a bullish outlook or an impending economic slowdown. Together, they navigate the intricate interplay of market dynamics and global trade challenges.