Tobin Marcus

Heidi Crebo-Rediker, an expert on trade policy at the Council on Foreign Relations, emphasizes the centrality of tariffs in a potential Trump administration. Tobin Marcus from Wolfe Research discusses how the Democratic Party's values seem disconnected from the electorate. Andrew Hollenhorst, Citi's Chief US Economist, notes the Federal Reserve's readiness for rate cuts amidst economic uncertainties. The trio navigates the intricate links between politics, economic policies, and voter dissatisfaction, particularly in the wake of rising inflation and changing labor market dynamics.

Seema Shah, Chief Global Strategist at Principal Asset Management, expresses optimism about avoiding a U.S. recession. David Rosenberg, founder of Rosenberg Research, and Matthew Diczok from Bank of America dissect troubling jobless claims. Tobin Marcus, head of U.S. Politics at Wolfe Research, shares insights on the evolving landscape of the 2024 Presidential Election. The guests discuss the resilience of earnings outside big tech and the implications of the political climate on economic strategies, highlighting the importance of adaptive investment approaches.

Sam Stovall, Chief Investment Strategist at CFRA, provides insights on the upcoming earnings for the tech sector's 'Mag 7' companies. Tobin Marcus, Head of US Politics and Policy at Wolfe Research, discusses the campaign strategies of Trump and Harris as both gear up for a crucial election season. Giorgio Furlani, CEO of AC Milan, shares the club's ambitions to expand its presence in the US, especially with their New York City match against Manchester City, highlighting the growth of soccer in America.