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.

Tobin Marcus, Wolfe Research policy chief, on White House-Fed dynamics and geopolitical risk. David Rubenstein, Carlyle co-founder, recalls Davos, CEO sentiment and how politics shapes business confidence. Priya Misra, JPMorgan portfolio manager, on Fed stance, rate-cut timing, Treasury demand and duration as a hedge. Short, punchy takes on central bank choices, markets and geopolitical tensions.

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.