- Sharon Bell, Senior European Equity Strategist at Goldman Sachs
- Jon Lieber, Managing Director at Eurasia Group
- Dan Ives, Global Head of Technology Research at Wedbush Securities
- Neil Dutta, Partner at Renaissance Macro Research

Sharon Bell with Goldman Sachs discusses how European equities could fare amid uncertain US tariff policy and geopolitical positioning. Jon Lieber of Eurasia Group talks about the significance of the US siding with Russia in a UN General Assembly vote. Dan Ives at Wedbush Securities offers a preview of Nvidia earnings on Wednesday. Neil Dutta, Partner at Renaissance Macro Research, reacts to recent eco data and offers his outlook for the US economy.