- Jon Lieber, Managing Director: US, Eurasia Group
- Greg Daco, Chief Economist at EY
- Tiffany Wilding, Economist at PIMCO
- Kate Kalutkiewicz, Lead for Trade at McLarty Associates

Jon Lieber, Managing Director: US, at the Eurasia Group, joins to discuss the potential economic and political impact of the federal government shutdown. Greg Daco, Chief Economist at EY, and Tiffany Wilding, Economist at PIMCO, react to Wednesday's ADP private payrolls data. Kate Kalutkiewicz, Lead for Trade at McLarty Associates and a former US trade official, discusses the latest round of tariffs imposed by the Trump administration.