Major questions are looming on two critical fronts – the fate of the Fed independence and the future of the AI trade. It’s been a big week for both. We discuss with CNBC’s Eamon Javers, Allianz’ Mohamed El-Erian, CNBC’s Kristina Partsinevelos and Partners’ Group Anastasia Amoroso. Plus, we discuss a big shift in consumer spending and what it could mean for U.S. companies like Tapestry and Ralph Lauren. And, Robinhood’s Stephanie Guild tells us how she is positioning as we head into a new trading month. 

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