- Jim Zelter, President at Apollo Global Management
- Mike Schumacher, Head: Rates & Macro Strategy at Wells Fargo
- Lauren Goodwin, Chief Market Strategist at New York Life Investment
- Mary Daly, President of the San Francisco Federal Reserve

Jim Zelter, President at Apollo Global Management, offers his outlook for the markets and US economy amid geopolitical and inflation uncertainty. Mike Schumacher, Head: Rates & Macro Strategy at Wells Fargo, joins to talk about the rate path in the US. Nela Richardson, Chief Economist at ADP, joins to react to jobless claims and a slew of economic data today. Mary Daly, President of the San Francisco Federal Reserve, joins Lisa Abramowicz for a conversation on the US economy and interest rates.