

Under Pressure, Trump Landgrab, California Wildfires. 01/10/25
Jan 10, 2025
Lisa Thomas, Managing Director at TD Cowen, shares her expertise on market dynamics and economic shifts. She discusses the pressures facing stock futures and rising bond yields, reflecting on Wall Street's rough week. The conversation shifts to Trump's land ambitions in Greenland and the Panama Canal, delving into their implications for U.S.-Canada relations. Lastly, Thomas highlights the devastating costs of California wildfires, addressing their impact on the insurance market and the broader economy.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Market Update: U.S. Stocks Decline Amid Rising Bond Yields and Anticipation of Jobs Report
02:16 • 4min
Economic Insights and Environmental Challenges
06:06 • 21min
Trump's Territorial Aspirations and U.S.-Canada Relations
27:03 • 10min
Market Movers: Analysis of Company Performances and Economic Indicators
37:03 • 4min
Navigating the Choppy Market Landscape
40:42 • 4min
Market Insights on Growth, Jobs Report, and Earnings Outlook
44:25 • 3min