Terry Haines

In this discussion, Greg Peters, Co-CIO at PGIM Fixed Income, delves into the dynamics of Treasury markets and the implications of rising non-shelter inflation. Vito Sperduto, from RBC Capital Markets, shares insights on a surge in M&A activity, highlighting technology and healthcare sectors driving the deals. Terry Haines, of Pangaea Policy, addresses the ongoing government shutdown and its potential political fallout, predicting a resolution before Thanksgiving. Together, they explore crucial intersections of finance and policy that shape today's economy.

Russ Brownback, Head of Global Macro Positioning for Fixed Income at BlackRock, shares insights on treasury yield warnings and how recent lackluster auctions may signal trouble for markets. Meanwhile, Terry Haines, founder at Pangaea Policy, provides a critical analysis of the tax bill vote, discussing the Senate's approach to the House's changes. The conversation reveals the potential impacts of increased deficits on investor appetite and overall economic growth, while highlighting the legislative maneuvering involved in tax policy.

Terry Haines, founder of Pangea Policy, and Paisley Nardini, Managing Director at Simplify Asset Management, dive into the implications of Trump's $3.3 trillion tax bill that just passed the Senate. They discuss the potential impacts on the economy, corporate influence, and market reactions. Haines shares insights on the bill's strategic aims and the importance of manufacturing incentives, while Nardini explores how political dynamics are shaping investment strategies amidst rising market volatility.

Guests discuss the assassination attempt on Trump, analyzing political stability, historical parallels to violence, and reactions from Biden and Trump. They delve into the aftermath, calls for calmer rhetoric, security preparations, gun control, and the implications on future elections.

Tina Fordham discusses French and UK elections, Terry Haines talks about a poll on President Biden, and Brian Belski covers the equity rally. Topics include political dynamics, tech solutions for wealth clients, market outlook, generational wealth transfer, and French election impact.

Saira Malik, CIO and Head of Equities & Fixed Income at Nuveen, shares her insights on softening U.S. economic growth and market dynamics. Terry Haines, founder of Pangaea Policy, dives into tax bill negotiations and the SALT deduction debate on Capitol Hill. Bill Dudley, former president of the Federal Reserve Bank of New York, discusses the Fed's communication strategies and the complexities of navigating inflation and economic uncertainty. The conversation also touches on the rising trend of corporate migration to Dallas, emphasizing a significant shift in the investment landscape.

Chief Investment Strategist at Charles Schwab, Bloomberg Opinion Columnist, founder of Pangaea Policy, and Chief Economist at Berenberg discuss market reactions to UK and US elections, investing strategies, market concentration, balance sheet strength, profitability in companies, aftermath of elections, concerns about President Biden, potential DNC changes, economic outlook for Europe, and insights on economics and finance.

Terry Haines, founder of Pangea Policy, shares his insights on the recent Senate confirmation hearings, noting how protests may shift the balance of power in Washington. He discusses the contentious dynamics between committee leaders and the implications for defense budgets and military strategy. Haines also examines the Pentagon's need for reform in light of high-intensity conflicts and critiques the challenges of bureaucracy in adapting to evolving global threats like China. His analysis sheds light on the intersection of politics and national security.

Terry Haines, the founder of Pangea Policy and an expert on Washington politics, teams up with Christopher Smart, Managing Partner at Arbroath Group and former Special Assistant to the President for International Economics. They delve into the recent Senate confirmation hearings, unpacking the protests and debates over military nominations. The discussion highlights the challenges of military reforms, the potential politicization of military leadership, and the evolving nature of the advice and consent process in U.S. politics.

Patrick De Haan, an analyst at GasBuddy, delves into the oil market's complexities and predicts a tough year ahead in 2025 for energy prices amidst geopolitical tensions. Terry Haines, founder of Pangaea Policy, reflects on Jimmy Carter's often-overlooked legacy, emphasizing how his presidency taught that there are limits to executive power and discussing the careful balance in economic policy during his term. Together, they explore the interplay between historical insights and contemporary market dynamics.