25 August 2026
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. Chapters: 00:00 Treasury vs. Bond Market, Nvidia and Canada Trade War 05:11 Treasury Can't Override Bond Market Forces — George Goncalves, MUFG 17:59 Iran Can't Be Economically Strangled Without China — Lt. Gen. Karen Gibson (Ret.), Academy Securities 35:12 Canada Is Showing Trump It Won't Back Down — Kate Kalutkiewicz, Former Trump White House Trade Official 42:24 Treasury Move Is Another Way to a Weaker Dollar — Kit Juckes, Société Générale 54:55 5% Treasury Yield Could Trigger Stock Reckoning — Lisa Shalett, Morgan Stanley 1:07:55 Canada Fight Helps Trump Rally MAGA Voters — Henrietta Treyz, Veda Partners 1:17:00 AI Boom Hasn't Even Reached Sovereign Buildout — Ted Mortonson, Baird 1:28:37 Treasury Needs Issuance Cuts to Really Move Yields — Meghan Swiber, BofA Securities 1:40:43 Bond Vigilantes Are Back for First Time in Decades — Dan Suzuki, iCapital 1:49:36 United Sees No Cracks in Travel Demand — Scott Kirby, United Airlines 2:06:57 Fed Could Still Hike Three Times This Year — Robert Sockin, PGIM 2:15:58 Everyone Is Afraid to Say the Economy Is Fine — Dan Greenhaus, Solus Alternative Asset Management
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