Guests discuss trading treasury markets amid predictions of Trump's reelection, Biden's chances, Fed's rate cuts, jobless claims impact, and dollar strength. Political fallout and Biden's reelection prospects are also analyzed.

James Athey believes credit spreads are too tight. Matthew Luzzetti expects a recession and equity market decline. Susan Thornton discusses China's need for increased household spending. Joe Feldman analyzes Walmart's lifted profit outlook due to US shoppers.