Market Outsiders

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

Management Consulted Season 1 Episode 18

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0:00 | 56:58

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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