- Julian Emanuel, Chief Equity & Quantitative Strategist at EvercoreISI
- Ed Mills, Washington Policy Analyst at Raymond James
- Everett Eissenstat, Former Deputy Director for the National Economic Council
- Kit Juckes, Chief FX Strategist at Societe Generale

Julian Emanuel of EvercoreISI discusses his S&P target and how the market could be reshaped by tariffs and geopolitical uncertainty. Ed Mills, Washington Policy Analyst at Raymond James, joins to discuss the severity of President Trump's economic and trade policies. Eerett Eissenstat, Former Deputy Director for the National Economic Council, talks about how tariffs could affect the US and global economies and whether President Trump could change course. Kit Juckes at Societe Generale talks about currency moves amid a US-led trade war.