Latest news with #TobinMarcus
CNBC
3 days ago
- Business
- CNBC
U.S.-China truce talks are likely temporary, it will blow up, says AEI's Derek Scissors
Wolfe Research's Tobin Marcus and AEI's Derek Scissors, join 'The Exchange' to discuss the 'big beautiful bill' and the fallout between Trump and Elon Musk and what it all means from here.
CNBC
20-05-2025
- Business
- CNBC
Republicans will likely succeed in passing budget bill, says Wolfe Research's Tobin Marcus
Tobin Marcus, Wolfe Research policy and politics head, joins CNBC's 'Squawk on the Street' to discuss expectations for new budget legislation, what President Trump's message is around Medicaid, and more.
Bloomberg
01-04-2025
- Business
- Bloomberg
Bloomberg Surveillance TV: April 1, 2025
- Ed Yardeni, Chief Investment Strategist at Yardeni Research - Tobin Marcus, Head: Policy & Politics at Wolfe Research - Francisco Blanch, Head: Global Commodities & Derivatives Research at Bank of America - Emily Roland, Co-Chief Investment Strategist at John Hancock Investment Management Ed Yardeni of Yardeni Research discusses why he's again lowering his S&P target for 2025. Tobin Marcus with Wolfe Research previews President Trump's "Liberation Day" tariff announcement and what investors should expect. Bank of America's Francisco Blanch talks about opportunities in commodities as equity uncertainty grows over economic policy. Emily Roland, Co-Chief Investment Strategist at John Hancock Investment Management, talks about whether investors should be rethinking their equity allocation amid incoming tariff policy.
Bloomberg
18-02-2025
- Business
- Bloomberg
How Trump Tariffs Could Impact Global Markets, Inflation
China's investment into North America dropped at the end of last year below levels seen during the worst of the pandemic, a slump caused by hurdles in the US and likely exacerbated by a wait-and-see attitude of firms ahead of the election won by Donald Trump. Companies only announced $191 million in new investments into Canada, Mexico and the US last quarter, according to new research from US-based consultancy Rhodium Group, a decline of more than 90% from the same period a year earlier. That was a fraction of the $16.5 billion in outbound investment announced during the final three months of 2024, with the Middle East and Africa the largest destinations for Chinese firms. Tobin Marcus, Head of US Policy and Politics at Wolfe Research, discusses the potential impact of a looming global trade war on markets and inflation. Tobin speaks with Tom Keene and Paul Sweeney on Bloomberg Radio. (Source: Bloomberg)
Bloomberg
18-02-2025
- Business
- Bloomberg
Single Best Idea: Marcus & McKee
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Tobin Marcus & Michael McKee. Watch Tom and Paul LIVE every day on YouTube:
