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 explores the latest uncertainty surrounding the United States-Mexico-Canada Agreement (USMCA) after the United States declined to renew the pact for another 16-year term. The discussion offers a practical look at where trade negotiations stand and why tariffs are likely to remain a defining feature of U.S. economic policy.

This IIF Podcast was hosted by Clay Lowery, Executive Vice President, Research and Policy, with production and research contributions from Christian Klein, Digital Graphics and Production Associate and Miranda Silverman, Senior Program Assistant.

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 looks at how investors should interpret a more uncertain policy outlook and what shifts in the Fed’s approach could mean for capital flows, the dollar, and financial stability worldwide.

This IIF Podcast was hosted by Clay Lowery, Executive Vice President, Research and Policy, with production and research contributions from Christian Klein, Digital Graphics and Production Associate and Miranda Silverman, Senior Program Assistant.

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 outcomes. The conversation also looks beyond individual elections to examine how the region’s shifting political landscape could influence relationships with the United States and broader global markets in the months ahead.

This IIF Podcast was hosted by Clay Lowery, Executive Vice President, Research and Policy, with production and research contributions from Christian Klein, Digital Graphics and Production Associate and Miranda Silverman, Senior Program Assistant.