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    <title>The Minutes of Marc Rowan on forecast</title>
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    <description>Everything Marc Rowan has said on forecast: 4 verbatim quotes between May 2025 and March 2026, each with a timestamp and a link to the recording it came…</description>
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      <title>Rowan predicts good risk managers will make record profits this year and next from defensive positioning.</title>
      <link>https://minutesof.com/q/b96643f5-9b4e-49c5-9ee5-67bd667121da/</link>
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      <description>“If you were a good risk manager, you are going to make more money this year and next year if it continues than you ever have before because you&#x27;ve been risk off.” — Bloomberg Television</description>
      <pubDate>Tue, 03 Mar 2026 17:37:35 +0000</pubDate>
      <category>forecast</category>
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      <title>Rowan predicts two quarters of negative growth if tariff uncertainty continues without resolution.</title>
      <link>https://minutesof.com/q/f5ff9c6e-471c-49ff-b4eb-6fded846aab4/</link>
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      <description>“We likely will cause two quarters of negative growth if we, in fact, don&#x27;t resolve the uncertainty. So until we have resolution of what the rules of the game are, it&#x27;s gonna be slow.” — Bloomberg Podcasts</description>
      <pubDate>Mon, 05 May 2025 14:48:44 +0000</pubDate>
      <category>forecast</category>
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      <title>US and Mexico together should be the driving economic force in the world for the next fifty years.</title>
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      <description>“US and Mexico together should be the driving economic force in the world for the next fifty years.” — Bloomberg Podcasts</description>
      <pubDate>Mon, 05 May 2025 14:48:44 +0000</pubDate>
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      <title>Rowan sees US moving from hyperexceptionalism to merely exceptional, though alternatives could emerge over tim</title>
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      <description>“What I&#x27;ve said is I see us moving from what was hyperexceptionalism to merely exceptional because I don&#x27;t think there are good alternatives to The US today, but that can change over time.” — Bloomberg Podcasts</description>
      <pubDate>Mon, 05 May 2025 14:48:44 +0000</pubDate>
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