Market Outsiders

Nike Backtracks & Why You Should Care About U.S. Bond Yields (May 22, 2025)


Listen Later

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? 

Learn more about Executive Presentation and Storytelling Training with Management Consulted

More Market Outsiders:

  • Connect with Namaan and Jenny Rae on LinkedIn
  • Follow Management Consulted on LinkedIn and subscribe on YouTube
...more
View all episodesView all episodes
Download on the App Store

Market OutsidersBy Management Consulted