S18E3: Nike Backtracks & Why You Should Care About U.S. Bond Yields (Market Outsiders: May 22, 2025)
- Author
- Management Consulted
- Published
- Thu 22 May 2025
- Episode Link
- None
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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