- Sarah Wolfe, Morgan Stanley Senior Economist 
- Glenn Youngkin (R), Governor of Virginia 
- Tony Rodriguez, Head: Fixed Income Strategy, Nuveen Asset Management 
- Brian Weinstein, Head: Global Markets, Morgan Stanley Investment

Sarah Wolfe with Morgan Stanley reacts to recent Fed speak and discusses how inflationary pressures are affecting a tight labor market. Republican Governor of Virginia Glenn Youngkin talks about Donald Trump and the Republican National Convention. Brian Weinstein of Morgan Stanley and Tony Rodriguez of Nuveen break down comments from NY Fed President John Williams and discuss recent economic data.