The Minutes of Marc Rowan on recession https://minutesof.com/marc-rowan/on/recession/ Everything Marc Rowan has said on recession: 2 verbatim quotes from May 2025, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:22:35 +0000 Rowan does not expect a recession with high unemployment given the 4% starting point. https://minutesof.com/q/0afe089b-8912-4cb0-8477-70a072b3c0f7/ https://minutesof.com/q/0afe089b-8912-4cb0-8477-70a072b3c0f7/ “Do I think we will have a recession associated with large increases on unemployment? No, I don't. Remember, we're starting from a position of strength. We're starting from 4% unemployment.” — Barron's Thu, 22 May 2025 16:38:39 +0000 recession Rowan predicts two quarters of negative growth if tariff uncertainty continues without resolution. https://minutesof.com/q/f5ff9c6e-471c-49ff-b4eb-6fded846aab4/ https://minutesof.com/q/f5ff9c6e-471c-49ff-b4eb-6fded846aab4/ “We likely will cause two quarters of negative growth if we, in fact, don't resolve the uncertainty. So until we have resolution of what the rules of the game are, it's gonna be slow.” — Bloomberg Podcasts Mon, 05 May 2025 14:48:44 +0000 recession