- Krishna Guha, Vice Chairman at Evercore ISI
- Heath Terry, Global Head: Tech and Communications Research at Citi
- Dana Telsey, CEO at Telsey Advisory Group
- Ryan Wang, US Economist at HSBC

Krishna Guha, Vice Chairman at Evercore ISI, joins to talk about Fed independence and the US economic outlook. Heath Terry, Global Head: Tech and Communications Research at Citi, discusses covering equities tied to AI and his outlook for the sector and hyper scaler CapEx. Dana Telsey, CEO at Telsey Advisory Group, talks about consumer health and retail ahead of the school season. Ryan Wang, US Economist at HSBC, reacts to PCE.