Libby Cantrill

Libby Cantrill, Managing Director and Head of Public Policy at PIMCO, shares her insights on the complexities of U.S. trade and tax policy. She predicts that while some tariffs may decrease, the 10% tariff will remain a baseline, especially regarding China. Cantrill discusses the challenges of trade negotiations, the risks of stagflation on the economy, and the interplay between tariffs and tax policies. She also touches on the legal implications of President Trump's use of tariff powers, emphasizing the ongoing significance of these trade dynamics.

Peter Navarro, former White House trade advisor, discusses the impact of a recent court ruling on Trump's tariffs and its implications for U.S. trade policy. Libby Cantrill from PIMCO outlines strategic options for the administration. Bob Michele, CIO at JPMorgan, warns about bond market signals regarding debt and deficits. Angelo Zino of CFRA reacts to Nvidia's earnings and its role in the AI market. The panel dives deep into economic crises, tariff complexities, and the intersection of technology and foreign policy.

Libby Cantrill, Managing Director of Public Policy at PIMCO, shares insights on the recent 2024 election results and their implications for Congress. She discusses how changing party dynamics impact legislative processes and the significance of bipartisan support. The conversation highlights the potential shifts in financial regulations and economic policies, along with the challenges of political compromise in a polarized environment. Cantrill also examines the implications of tax policies and the SALT deduction cap on market behavior and fiscal strategies.

Financial experts discuss the impact of the upcoming election on markets, Biden's chances, key battleground states, fiscal policy, and more. They analyze the US dollar, government spending deficit, and state polling. The discussion also covers the Federal Reserve's policies, historical market performance during elections, and the importance of diversity in financial analysis.

Liz Ann Sonders doesn't believe the economy justifies a Fed rate cut. Amanda Lynam discusses how private credit can now compete with banks. Libby Cantrill previews the fourth GOP debate. Elliot Ackerman provides insight on the Israel-Hamas war.

Experts from Citigroup, PIMCO, and Duke discuss market outlook, Biden's speech, and presidential control over trade. Topics include potential correction, election impact, and long-term economy health.

Kristina Hooper, Chief Global Market Strategist at Invesco, shares her insights on Federal Reserve rate cuts and their market impact. Libby Cantrill, Managing Director of Public Policy at PIMCO, analyzes the 2024 election polling and explores how candidates like Harris and Trump may influence economic policies. Andrew Szczurowski dives into reinvestment risks and offers thoughts on strategic investing amidst shifting market dynamics. The conversation navigates current volatility and the implications of upcoming elections on financial markets.

Waldemar Szlezak discusses Google and tech capex, Libby Cantrill on Trump-Harris campaigns, Anastasia Amoroso's rotation trade. Market analysis of tech stocks, financial services for private wealth, US election strategy, investing in digital infrastructure and fiber connectivity in smaller cities.

Peter Tchir discusses potential issues in the global supply chain, Libby Cantrill talks about the margin of error for House Republicans to avoid a government shutdown, Dan Ives predicts Apple buying ESPN, and Alexander Goldfarb shares insights on the commercial real estate market.

Libby Cantrill, Head of US Public Policy at PIMCO, dives into the tangled web of trade policy and its legal ramifications. She discusses the level of policy clarity traders can expect as critical deadlines approach. The conversation also touches on the potential impacts of tariffs on both US and global economies, emphasizing how these factors could shift market dynamics and consumer behavior. Cantrill stresses the importance of cohesive strategies amidst economic uncertainty to foster stable investment environments.