- Jordan Rochester, Head of Macro Strategy at Mizuho
- Jim Caron, CIO: Cross Asset Solutions at Morgan Stanley Investment Management
- Subadra Rajappa, Head: US Rates Strategy at Societe Generale

Jordan Rochester of Mizuho joins to discuss President-elect Trump's EU tariff threat, calling it "news, if he's serious." Morgan Stanley's Jim Caron discusses why the recent equity selloff is "healthy." Subadra Rajappa of Societe Generale offers her take on where yields could move by the end of 2025.