- David Kelly, Chief Global Strategist at JPMorgan Asset Management
- Tiffany Wilding, Economist: North America at PIMCO
- Jon Lieber, Head: Research at Eurasia Group
- Elizabeth Economy, Hargrove Senior Fellow and professor at Stanford University

David Kelly, Chief Global Strategist at JPMorgan Asset Management and Tiffany Wilding, Economist: North America at PIMCO react to CPI and discuss thee outlook for inflation and rate cuts in the US. Jon Lieber, Head: Research at Eurasia Group, talks about President Trump's tariffs and economic and political priorities in a second Trump administrating. Elizabeth Economy, Hargrove Senior Fellow and professor at Stanford University, discusses the latest developments in US-China relations