S18E3: Nike Backtracks & Why You Should Care About U.S. Bond Yields (Market Outsiders: May 22, 2025)
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S18E3: Nike Backtracks & Why You Should Care About U.S. Bond Yields (Market Outsiders: May 22, 2025)
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In this extended Market Outsiders live episode, Namaan and Jenny Rae cut through the noise on tariffs, premium pricing, and why Nike’s betting on affluent consumers.
The duo break down a weak 20-year Treasury auction and rising U.S. bond yields - signaling investor concerns over fiscal health and global competition.
Plus, they dive into Nike’s surprising return to Amazon after a six-year DTC push. Is it a sign of strategy shift - or just a move to win back share from brands like Hoka?
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