- Jane Foley, Head of FX Strategy at RaboBank
- Max Kettner, Chief Multi-Asset Strategist at HSBC
- Jason Furman, Professor at Harvard University
- Constance Hunter, Chief Economist at EIU

Jane Foley of RaboBank talks about how the global bond selloff and Germans spending plan is rippling through currency markets. Max Kettner at HSBC offers his outlook for European stocks and whether US equities will weather the policy uncertainty in Washington. Jason Furman, Professor of the Practice of Economic Policy at Harvard University, discusses his view on President Trump's tariff strategy and whether or not it's anti-growth. Constance Hunter, Chief Economist at EIU, discusses the impact of tariffs on the US economy and looks ahead to tomorrow's jobs report.