On today's podcast:
1) Treasury Secretary Scott Bessent said in a social media post Monday that there should be a review of the decision to renovate parts of the Federal Reserve headquarters in Washington.
2) A cohort of the world’s largest asset managers is leaning harder into the rally in risk assets as US stocks push to fresh highs, defying persistent trade and geopolitical tensions.
3) Japan’s chief trade negotiator Ryosei Akazawa met with US Commerce Secretary Howard Lutnick on Monday as an Aug. 1 deadline for higher tariffs looms.

Daybreak Weekend: US PCE, Iceland Eco Conference, Australia CPI
38:32

US-Iran Talks Get Complicated; Stephen Colbert's Final Show
15:49

Nvidia Earnings Lead to Share Slump; SpaceX IPO Details
15:34