- Yelena Shulyatyeva, Senior US Economist at The Conference Board
- Brian Gardner, Chief Washington Policy Strategist at Stifel
- Ted Maloney, CEO at MFS Investment Management
- Meghan Robson, Head: US Credit Strategy at BNP Paribas

Yelena Shulyateva of The Conference Board offers her outlook on inflation and the US economy. Stifel's Brian Gardner breaks down news flow out of DC and breaks down the latest policy proposals from the Trump administration. Ted Maloney, CEO at MFS Investment Management, discusses his view on the US economy and where investors are putting their money. BNP Paribas' Meghan Robson talks about signals from the bond market and investment opportunities in credit.