Joe Lavorgna, Counselor to Treasury Secretary Scott Bessent, joined Squawk Box to outline how aligning interest rates with economic fundamentals can significantly improve growth. He discussed President Trump’s bold proposal to impose a 15% export tax on leading tech firms like Nvidia and AMD. Lavorgna also evaluated the current state of the economy, emphasizing the accuracy of BLS jobs data, the Federal Reserve’s ongoing battle against inflation, and the outlook for interest rates moving forward. The discussion highlighted essential aspects of economic policy that could influence market trends.