- Nela Richardson, Chief Economist at ADP
- Tobin Markets, Head: Policy & Politics at Wolfe Research
- Francisco Blanch, Head: Global Commodities at Back of America
- Erin Browne, Portfolio Manager at PIMCO

Nela Richardson of ADP discusses the recent labor report and this week's inflation data could reinforce the Fed's narrative on interest rates. Tobin Marcus with Wolfe Research talks about President Trump's recent tariff proposals, and Bank of America's Francisco Blanch talks about their potential impact on commodities. Erin Browne, Portfolio Manager at PIMCO, discusses the outlook for the bond market amid new tariff proposals.