- Ed Mills, Washington Policy Analyst at Raymond James
- Leslie Falconio, Head: Taxable Fixed Income Strategy
- Sinead Colton Grant, CIO at BNY Wealth
- Saira Malik, CIO and Head: Equities & Fixed Income at Nuveen

Ed Mills, Washington Policy Analyst at Raymond James, discusses the latest policy implications of President Trump's steel and aluminum tariffs. Leslie Falconio of UBS talks about recent bond market moves and outlook for yields. Sinead Colton Grant with BNY and Saira Malik of Nuveen discuss the equity bull run and market outlook.