Tariff Dividend Checks Skepticism

• Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth 
• Frances Donald, Chief Economist at RBC 
• Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI 
• Libby Cantrill, Managing Director and Head of Public Policy at PIMCO 

Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth, shares why she’s expecting a market rally into year end. Frances Donald, Chief Economist at RBC, discusses her expectations for Thursday’s jobs report. Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, explains what factors he sees driving a market shift. Libby Cantrill, Managing Director and Head of Public Policy at PIMCO, breaks down the likelihood of tariff dividend checks and what it could mean for the White House’s shift toward affordability.

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