US equity futures gained after President Trump gave upbeat comments at a meeting of the Business Roundtable eased trader angst over the economy. Steel and aluminum tariffs come into effect, spurring retaliation from the European Union. Seema Shah of Principal Asset Management and Priya Misra of JPMorgan discuss the volatility and uncertainty as the tariff outlook changes within each passing day. Jeremy Flack, founder and CEO of Flack Global Metals sees more clarity in this Trump administration than the last despite the imposition of metals levies.
Chapters:
00:00:00 – Intro
00:04:17 – Seemah Shah, Principal Asset Mgmt. Chief Global Strategist
00:11:33 – Ella Hoxha, Newton Investment Mgmt. Head of Fixed Income
00:17:26 – Front Page News
00:25:28 – Priya Misra, JPMorgan Investment Management Portfolio Manager
00:33:17 – Trending on the Terminal
00:36:05 – Jeremy Flack, Flack Global Metals Founder & CEO
00:43:20 – What to Watch
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