Intro

- Chris Harvey, Head: Equity Strategy at Wells Fargo
- Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries
- Richard Bernstein, CEO and CIO at Richard Bernstein Advisors
- Ruchir Sharma, CIO at Breakout Capital Partners

Chris Harvey, Head: Equity Strategy at Wells Fargo, joins to discuss whether equities could fall further now that President Trump's tariffs have taken effect. Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries, talks about guidance and earnings from airlines and how tariffs could affect profit margins. Richard Bernstein of Richard Bernstein Advisors discusses the outlook for equities and bond amid recent selloffs. Ruchir Sharma, CIO at Breakout Capital Partners, talks about how public policy is reshaping markets and talks about the US economic outlook this year.

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