Current Account with Clay Lowery

00:29:28

Episode 159 – A Wave, a Tsunami, or Something In...

Current Account with Clay Lowery ·

2026/10/05

With the U.S. midterm elections just weeks away, control of Congress hangs in the balance amid growing voter frustration over the economy, affordability, and the direction of the country. In this episode of Current Account, Clay Lowery is joined by Amy Walter, Publisher and Editor-in-Chief of The Cook Report with Amy Walter, to assess the political landscape ahead of Election Day.They discuss whether Democrats are positioned to retake the House and Senate, the issues that are resonating most with

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00:36:32

Episode 158 – Interdependence Strikes Back — Breaking...

Current Account with Clay Lowery ·

2026/09/29

As the world’s two largest economies navigate an increasingly complex relationship, the second 2026 summit between U.S. President Donald Trump and Chinese President Xi Jinping last week offered a fresh window into the future of competition and cooperation between Washington and Beijing.In this episode of Current Account, Clay is joined by Paul Haenle, Managing Director and Head of APAC Policy and Strategic Competitiveness at the JPMorganChase Center for Geopolitics; Samm Sacks, Senior Fellow at New

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00:31:37

Episode 157 – Deterrence Is in the Eye of the...

Current Account with Clay Lowery ·

2026/09/23

Defense finance is rapidly moving from a niche policy topic to a central challenge for governments, investors, and financial institutions. In this episode of Current Account, Clay is joined by Wendy Gilmour, Vice Chair of the Conference of Defence Associations Institute and former NATO Assistant Secretary General for Defence Investment, and Jakub Karnowski, CEO of KredoBank, to explore how countries are financing a new era of defense and security investment.They discuss the impact of Russia’s

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00:30:21

Episode 156 – Winter Has Come — U.S.-Canada Trade...

Current Account with Clay Lowery ·

2026/09/14

The relationship between the United States and Canada has long been defined by deep economic ties, shared security interests, and highly integrated supply chains. In this episode of Current Account, Clay is joined by Michael von Herff, Founder and Managing Partner of PAA Advisory, to examine the recent escalation in trade tensions between the two countries.They discuss how a cycle of tariffs and retaliatory measures has transformed a trade dispute into a broader debate about economic leverage,

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00:36:54

Episode 155 – Here You Come Again, Higher Yields...

Current Account with Clay Lowery ·

2026/09/08

As markets return from the summer with a series of surprises, investors are grappling with a changing economic landscape. In this episode of Current Account, Clay is joined by Marcello Estevão, Chief Economist and Managing Director at the IIF, to unpack three of the biggest stories shaping global markets: rising long-term bond yields, the joint U.S.-Japan intervention to support the yen, and the key messages emerging from this year’s Jackson Hole conference. They explore what these developments

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00:29:42

Episode 154 – The Long and Winding Road — EU...

Current Account with Clay Lowery ·

2026/08/03

Can regulators promote growth and competitiveness while preserving financial stability? In this episode of Current Account, Clay is joined by IIF's Kyle Grieser, Director, Regulatory Affairs, and Miguel Lobo, Policy Advisor, to examine two major developments shaping the future of banking regulation: the ongoing implementation of Basel III and the European Commission’s new banking competitiveness agenda.They discuss how post-crisis reforms have strengthened the banking sector, why policymakers are

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00:30:26

Episode 153 – The Show Must Go On — Recapping the...

Current Account with Clay Lowery ·

2026/07/27

As geopolitical tensions reshape security priorities across the Atlantic, defense has become an increasingly important economic and financial issue. In this episode of Current Account, Clay Lowery is joined by Dr. Torrey Taussig, Director of and a Senior Fellow at the Transatlantic Security Initiative in the Atlantic Council’s Scowcroft Center for Strategy and Security, to unpack the outcomes of the recent NATO Summit in Ankara and what they reveal about the future of the alliance.They discuss

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00:32:03

Episode 152 – Jaw-Jaw or War-War? — An Update on Iran

Current Account with Clay Lowery ·

2026/07/20

The conflict involving Iran has entered another period of uncertainty, with diplomatic efforts faltering and regional tensions rising once again. In this episode of Current Account, Clay is joined by Hal Brands, professor at the Johns Hopkins School of Advanced International Studies and columnist for Bloomberg Opinion, to assess the latest developments and what they could mean for the Middle East and beyond. They discuss the collapse of recent diplomatic agreements, the strategic objectives of the

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00:26:39

Episode 151 – The Fast and the Furious 5.1 — Fueling...

Current Account with Clay Lowery ·

2026/07/13

As frontier AI models become more powerful, concerns about cybersecurity risks are moving to the forefront of policy and business discussions. In this episode of Current Account, Clay is joined by Martin Boer, General Manager and Chief Representative for Europe at the IIF, to examine how advances in AI could reshape the cyber threat landscape. They discuss why security experts are paying close attention to the latest generation of AI systems, how financial institutions are preparing for emerging

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00:20:03

Episode 150 – Putting the Band Back Together - U.S....

Current Account with Clay Lowery ·

2026/07/06

Trade policy is back at the center of the economic conversation. In this episode of Current Account, Clay examines a series of major developments that could reshape the U.S. trade landscape in the months ahead. He breaks down the administration’s efforts to rebuild broad tariff authority following February's Supreme Court ruling, the growing role of Section 301, Section 122, and Section 232 trade authorities, and what upcoming deadlines could mean for businesses and global markets. Clay also

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00:26:05

Episode 149 – Beyond the Dot Plot — The Future of the...

Current Account with Clay Lowery ·

2026/06/15

A new era at the Federal Reserve is underway. In this episode of Current Account, Clay is joined by Dr. Alexis Crow, Partner and Chief Economist at PwC, to examine what leadership under Chair Kevin Warsh could mean for U.S. monetary policy and global markets. As the Fed prepares for its first meeting under new leadership, they explore competing pressures around interest rates, inflation, and political influence, as well as Warsh’s potential push to reshape the Fed’s framework. The conversation also

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00:34:46

Episode 148 – Latin America’s Political Pendulum —...

Current Account with Clay Lowery ·

2026/06/08

Latin America is entering a pivotal election cycle with major implications for policy, markets, and geopolitics. In this episode of Current Account, Clay is joined by the IIF's Martín Castellano, Head of Latin America Research, and Paola Figueroa, Head of Frontier Latin America Research, to break down key races in Peru, Colombia, and Brazil. They explore what recent results reveal about political fragmentation, governability, and investor confidence, and assess how domestic pressures are shaping

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00:24:42

Episode 147 – The Future Is Now — Discussing...

Current Account with Clay Lowery ·

2026/06/01

How has banking fundamentally changed over the past decade? In this episode of Current Account, Clay sits down with Christiana Riley, CEO and President of Santander U.S., to reflect on the forces reshaping financial services over the past decade. They explore how banks have adapted to a more volatile environment shaped by higher interest rates, geopolitical tension, and rapid technological change.The conversation examines growing competition from fintech and private capital, shifting expectations

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00:38:31

Episode 146 – The Tail End of a Chimera — A Midyear...

Current Account with Clay Lowery ·

2026/05/26

As 2026 reaches its midpoint, the global economic outlook is growing more uncertain. In this episode of Current Account, Clay is joined by the IIF's Marcello Estevão, Chief Economist and Managing Director, and Jonathan Fortun, Senior Economist, to unpack the latest Capital Flows Report and what it reveals about shifting growth, capital movements, and policy pressures. They examine how geopolitical shocks are compounding existing weaknesses, why the U.S. continues to outperform other economies, and

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00:30:23

Episode 145 – U.S.-China Summit: Status, Stability,...

Current Account with Clay Lowery ·

2026/05/18

As U.S. and Chinese leaders meet in Beijing, the future of the world’s most important economic relationship hangs in the balance. In this episode of Current Account, Clay is joined by Evan Medeiros, a professor in the School of Foreign Service at Georgetown University and former director at the White House National Security Council, to assess what is at stake in the latest round of talks and what each side hopes to achieve. They explore the evolving sources of leverage on both sides, from trade and

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00:30:26

Episode 144 – And They're Off! - Previewing the 2026...

Current Account with Clay Lowery ·

2026/05/04

In this episode of Current Account, Clay is joined by Stephen Myrow, Managing Partner of Beacon Policy Advisors, to take stock of where the U.S. midterm elections stand six months out - and why they matter far beyond Washington. They discuss why the House has emerged as the central battleground, how the Senate map has quietly become more competitive, and what a potential shift in control could mean for policy, regulation, and executive authority.The political landscape looks very different than it

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00:30:10

Episode 143 – Enduring the Pain - Strategy, Leverage,...

Current Account with Clay Lowery ·

2026/04/27

In this episode of Current Account, Clay is joined by Mona Yacoubian, Director of the Middle East Program at CSIS, to unpack what the current phase of negotiations to deescalate the conflict in Iran is really telling us. They discuss how Iran is viewing its leverage, why energy disruption remains central to Tehran’s strategy, and how regional dynamics, particularly involving Lebanon and regional proxy networks, are complicating efforts to contain the conflict. The conversation looks beyond formal

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00:24:22

Episode 142 – A Sit and Kick Approach? - Takeaways...

Current Account with Clay Lowery ·

2026/04/20

In this episode of Current Account, Clay is joined by Isabelle Mateos y Lago, Chief Economist at BNP Paribas, who shares her perspective from conversations across Spring Meetings and brings years of experience at the intersection of economics, geopolitics, and markets. Together, they assess if discussions around growth, inflation, and monetary policy are being overshadowed by events in the Middle East, and whether the apparent calm in financial markets masks deeper risks tied to energy prices and

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00:27:27

Episode 141 – It Takes a Village - Risk Management in...

Current Account with Clay Lowery ·

2026/04/13

In this episode of Current Account, Clay is joined by Jayee Koffey, Chief Global Affairs Officer at BNY, to discuss how firms are balancing global efficiency with mounting pressure to localize, de‑risk, and align more closely with national priorities, particularly in strategic sectors such as energy, technology, and finance.The conversation focuses on how companies are embedding geopolitical awareness into everyday decision‑making, rather than treating it as a one‑off crisis response. Clay and

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00:28:07

Episode 140 –...

Current Account with Clay Lowery ·

2026/03/30

In this episode of Current Account, Clay is joined by Helima Croft, Managing Director and Head of Global Commodity Strategy at RBC Capital Markets, to discuss the conflict in Iran and the resulting market implications as the conflict enters its fourth week. With continued attacks on oil and gas infrastructure across the Gulf and the Strait of Hormuz still nearly shut, global markets are confronting the consequences of an energy shock unlike anything seen in decades. Oil remains above $100 a barrel,

en-US

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