- Brian Weinstein, Morgan Stanley Investment Management, Head of Global Markets
- Aditya Bhave, BofA Securities Senior US Economist
- Venu Krishna, Barclays Head of US Equity Strategy

Brian Weinstein of Morgan Stanley thinks bond yields will be "meaningfully higher from here" as we continue this easing cycle. Aditya Bhave of BofA Securities is holding onto a soft landing outlook because layoffs remain low. Venu Krishna says the disconnect right now is between the rates market and the equity market.