The Minutes of Marc Rowan on inflation https://minutesof.com/marc-rowan/on/inflation/ Everything Marc Rowan has said on inflation: 4 verbatim quotes between December 2025 and March 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:22:33 +0000 Rowan argues the 30% market overhang from geopolitics, inflation, and technology was foreseeable and predictab https://minutesof.com/q/72324058-3d62-4be1-b8e1-eea403bbd812/ https://minutesof.com/q/72324058-3d62-4be1-b8e1-eea403bbd812/ “I think the 30% overhang of geopolitics, inflation, technological change is now here. It was foreseeable, not maybe exactly how it occurred, but it was foreseeable. It was predictable.” — Bloomberg Television Tue, 03 Mar 2026 17:37:35 +0000 inflation Rowan says governments are borrowing record amounts while fracturing labor and goods flows through immigration https://minutesof.com/q/0d14b5e5-f694-4354-a92b-46fba1480dba/ https://minutesof.com/q/0d14b5e5-f694-4354-a92b-46fba1480dba/ “We have governments around the world who are borrowing record amounts of money. We are, for maybe good and valid reasons, fractionalizing our labor supply through immigration reform.” — Yahoo Finance Sun, 21 Dec 2025 16:00:06 +0000 inflation Rowan observes yield curve steepening with ten-year rates rising despite short rate cuts. https://minutesof.com/q/1519a8e9-33f0-426e-8cf9-58d670807c11/ https://minutesof.com/q/1519a8e9-33f0-426e-8cf9-58d670807c11/ “Depreciating our currency has the tendency to be inflationary. And what we're seeing is a steepening of the yield curve. Rates that matter, the ten year, are higher even if short rates are lower.” — Yahoo Finance Sun, 21 Dec 2025 16:00:06 +0000 inflation Rowan argues governments are borrowing record amounts while fragmenting labor and goods flows through immigrat https://minutesof.com/q/8c342d6f-c3dd-4eb4-9478-d54d1413db6b/ https://minutesof.com/q/8c342d6f-c3dd-4eb4-9478-d54d1413db6b/ “We have governments around the world who are borrowing record amounts of money. We are, for maybe good and valid reasons, fractionalizing our labor supply through immigration reform.” — Yahoo Finance Wed, 10 Dec 2025 23:30:16 +0000 inflation