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Current Account with Clay Lowery

Current Account with Clay Lowery

Hosted by Institute of International Finance

BusinessNewsInterviews guests
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Episodes

156

Latest episode

Aug 2026

Language

EN-US

About the show

Each week, Clay Lowery at the Institute of International Finance highlights current issues in international finance and economics through the lens of U.S. policy and politics. Clay and his guests explain what to watch in the coming week, and deep-dive into some of the most important topics facing the financial industry, and our world.

Listen to episodes

60 recent
August 3, 2026Episode 15429 min

Episode 154 – The Long and Winding Road — EU Competitiveness and Basel III

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 increasingly focused on regulatory simplification and modernization, and what the latest proposals could mean for banks in the United States, Europe, and the United Kingdom. The conversation also explores whether global regulators are finally approaching the end of the Basel III process and what comes next for cross-border regulatory alignment and growth. Programming note — Current Account will return in September after a summer break. 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.

July 27, 2026Episode 15330 min

Episode 153 – The Show Must Go On — Recapping the 2026 NATO Summit

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 growing pressure on European allies to increase defense spending, questions surrounding U.S. leadership and commitment to NATO, and how governments are translating new funding pledges into real military capabilities. The conversation also explores the role of private capital in supporting defense investment, the lessons from conflicts in Ukraine and Iran, and the challenges facing NATO as it navigates an increasingly uncertain security environment. 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.

July 20, 2026Episode 15232 min

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

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 key parties involved, and how Gulf states are balancing security concerns with efforts to prevent further escalation. The conversation also explores the implications for NATO, global energy markets, and the range of scenarios policymakers and investors should be watching in the weeks 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.

July 13, 2026Episode 15126 min

Episode 151 – The Fast and the Furious 5.1 — Fueling Up for Frontier AI

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 risks, and whether regulators and standard setters can keep pace with the speed of innovation. The conversation also explores the growing debate over AI governance and what future legislation could mean for innovation, competition, and financial stability. 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.

July 6, 2026Episode 15020 min

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

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.

June 15, 2026Episode 14926 min

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

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.

June 8, 2026Episode 14834 min

Episode 148 – Latin America’s Political Pendulum — Left, Right, Repeat

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.

June 1, 2026Episode 14724 min

Episode 147 – The Future Is Now — Discussing Leadership in Banking

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 around growth and risk, and how global banks are positioning themselves across both established and emerging markets. Looking ahead, they discuss what will define success for financial institutions over the next decade and how leadership priorities are evolving in a more complex landscape. 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.

May 26, 2026Episode 14638 min

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

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 what is driving mixed signals across emerging markets. The conversation also explores how supply chain disruptions are spreading beyond energy and what central banks and policymakers should be watching as risks build heading into the second half of the year. 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.

May 18, 2026Episode 14530 min

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

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 investment to critical minerals and advanced technologies, and examine the gap between leader level diplomacy and a deeper structural rivalry. The conversation also looks at how domestic politics may constrain any deal and what a more stable U.S.-China relationship could realistically look like in the years 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.

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