The Minutes of Marc Rowan on markets https://minutesof.com/marc-rowan/on/markets/ Everything Marc Rowan has said on markets: 3 verbatim quotes between April 2025 and December 2025, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:22:34 +0000 Rowan observes yield curve steepening with ten-year rates rising despite lower short rates. https://minutesof.com/q/908cc5a7-2b0e-4a34-9e1a-65a323d103ff/ https://minutesof.com/q/908cc5a7-2b0e-4a34-9e1a-65a323d103ff/ “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 Wed, 10 Dec 2025 23:30:16 +0000 markets Rowan sees US moving from hyperexceptionalism to merely exceptional, though alternatives could emerge over tim https://minutesof.com/q/77d789fc-e791-47b7-b4aa-277db09d6f74/ https://minutesof.com/q/77d789fc-e791-47b7-b4aa-277db09d6f74/ “What I've said is I see us moving from what was hyperexceptionalism to merely exceptional because I don't think there are good alternatives to The US today, but that can change over time.” — Bloomberg Podcasts Mon, 05 May 2025 14:48:44 +0000 markets Rowan dismisses disappointment from investors who expected a God-given right to 11% annual returns. https://minutesof.com/q/a9edac1b-35b4-4e07-bb02-bdc3e28f19b0/ https://minutesof.com/q/a9edac1b-35b4-4e07-bb02-bdc3e28f19b0/ “Those people who are tied to asset prices who thought we were had a God given right that everything move up at 11% annually are disappointed.” — CNBC Television Wed, 09 Apr 2025 13:34:06 +0000 markets