Bob Michele, Chief Investment Officer at J.P. Morgan, shares insights on falling Treasury yields and the mixed state of the U.S. economy, emphasizing the challenges from tariffs and shutdowns. Tricia Tolliver, CFO of Cava, discusses the impact of shifting consumer behaviors and tariffs on company performance, while outlining plans for expansion and operational investments. Peter Atwater, president of Financial Insyghts, analyzes the K-shaped economy and its implications for social mobility, warning of risks for the affluent and the growing disparities faced by lower-income individuals.
