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Jul 15, 2024
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ed mills, alan was just talking about energy. what are the sectors that could benefit from a trump presidency? >> well, financials, healthcare, energy, the top regulated things in this economy launch for conversation about potential inflation, a yield steep sweetener but buy america because especially with the j.d. vance pick, there's going to be a sense that we're going to have more onshoring and that is going to help small-caps with a lot of us exposure. that's what the clients at raymond james are asking me the most today. liz: iwm, which is the etf that encompasses the russel 2000 is up 2.25%. if you saw intraday high we'd see it, well at least a two-year move to the upside here. alan knuckman, and ed mills great to see you. we're coming right back the markets are continuing to thrust higher on the news that president trump, as a candidate, has named j.d. vance of ohio as his runningmate. that work better together. like your workplace benefits and retirement savings. presentation looks great. thanks! thanks! voya provides too
ed mills, alan was just talking about energy. what are the sectors that could benefit from a trump presidency? >> well, financials, healthcare, energy, the top regulated things in this economy launch for conversation about potential inflation, a yield steep sweetener but buy america because especially with the j.d. vance pick, there's going to be a sense that we're going to have more onshoring and that is going to help small-caps with a lot of us exposure. that's what the clients at...
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Jul 11, 2024
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jonathan: ed mills of raymond james, good to see you.e are counting you down to the latest read on u.s. inflation and about two hours from now, with some considerations as well about what this ultimately means for inflation. michael pond, can trump make a great again? lisa: the policies we are expecting potentially with tariffs, immigration, etc. this is what people have been saying, and other people are saying ignore the noise. jonathan: is it noise or is it news? s&p futures, -5.1%. from new york, doug -- negative by .1%. from new york, good morning. ♪ are you ready to lose weight and get healthier? join over 5 million people who have chosen golo as a better way to lose weight. here are just a few golo customers who reached their goal and have kept it off for over two years. (jason) i don't ever want to go back to wearing a 4xl shirt or i not being able to climb up the stairs without taking a break. so i'm committed to golo for life. golo is a completely different approach to weight loss, and it works. with golo, you can reach your goa
jonathan: ed mills of raymond james, good to see you.e are counting you down to the latest read on u.s. inflation and about two hours from now, with some considerations as well about what this ultimately means for inflation. michael pond, can trump make a great again? lisa: the policies we are expecting potentially with tariffs, immigration, etc. this is what people have been saying, and other people are saying ignore the noise. jonathan: is it noise or is it news? s&p futures, -5.1%. from...
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Jul 8, 2024
07/24
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joining me now with more is ed mills at raymondjames. ed, good morning.ere. >> good morning, frank. >> ed, i know you have been fielding calls from clients all weekend long with the shifts in it. is this priced in that lawmakers are coming to capitol hill and the ability to talk to the press and what might come out of that? >> frank, the way i'm viewing this is in d.c., people with power, like to keep power. we are on a collision course with congressional democrats and the biden campaign. so, throughout this week, i do think there's going to be this groundswell of democrats on capitol hill who fear the fact that joe biden could very easily lose this election in november and drag down the house and senate with him. so, as we see that, my expectation is there's going to be a more pricing in of the potential departure of biden, but biden in that interview with abc, biden over the weekend is adamant about sticking in. which part of this works out is really as close to a toss-up as we see. if biden stays in, i think the market prices in a higher probability of
joining me now with more is ed mills at raymondjames. ed, good morning.ere. >> good morning, frank. >> ed, i know you have been fielding calls from clients all weekend long with the shifts in it. is this priced in that lawmakers are coming to capitol hill and the ability to talk to the press and what might come out of that? >> frank, the way i'm viewing this is in d.c., people with power, like to keep power. we are on a collision course with congressional democrats and the...
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Jul 22, 2024
07/24
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joining us now, ed mills of raymond james.what the next couple of weeks looks like in this country? ed: i think we have a lot of unknown unknowns here and a lot of known unknowns. are democrats going to coalesce around, harris? it seems like a yes. we to know what the process looks like. we still have uncertainty over the ballot deadline in ohio. that is before the democratic convention. there are some works in their law that it might be able to get pushed to the convention, but do democrats want to wait that long? we want to see exactly who kamala harris, if she is the nominee, chooses as vice president, and that we want to see how the american people and pulling data react to that. until we have those answers, what we told clients is we are not changing our election odds, we are not calling for a major market correction. we could see a stalling out of the trump trade. we have certainly seen tech as a source of funds for the trump trade, but do we see a stalling out in the russell 2000, in health care energy, the financial se
joining us now, ed mills of raymond james.what the next couple of weeks looks like in this country? ed: i think we have a lot of unknown unknowns here and a lot of known unknowns. are democrats going to coalesce around, harris? it seems like a yes. we to know what the process looks like. we still have uncertainty over the ballot deadline in ohio. that is before the democratic convention. there are some works in their law that it might be able to get pushed to the convention, but do democrats...
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Jul 22, 2024
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ed mills is washington policy and larry is director of university of virginia center for politics. michael is presidential historian for nbc news. maya served as senior adviser to the warren campaign in 2020. and brian schwartz, is the political finance reporter for cnbc.com. good to see you. good afternoon, everybody. michael, this is unprecedented. three months and change before the election. we haven't seen a strong challenge to vice president harris for the democratic nomi nomination. there's limited upside to doing so. if you think this is a situation to go up against trump and win, if you challenge harris and lose, all of the chances might be out because you might be seen as being unloyal by the party. if you think she could bwin, sae thing. >> that's right. >> as you were saying, john, this is a situation where we haven't seen the president pull out of a race this close to a party convention. lbj, harry truman, they did in march. this is something we haven't seen before. if you are to combine that with all of the talk about an open primary or open convention or some device t
ed mills is washington policy and larry is director of university of virginia center for politics. michael is presidential historian for nbc news. maya served as senior adviser to the warren campaign in 2020. and brian schwartz, is the political finance reporter for cnbc.com. good to see you. good afternoon, everybody. michael, this is unprecedented. three months and change before the election. we haven't seen a strong challenge to vice president harris for the democratic nomi nomination....
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Jul 15, 2024
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ed mills says mike pence was number one when it came to policy. if it is j.d. vance it gets hard to understand how pro-business this administration might be. j.d. vance, uncertain business issues has a lot in common with the likes of elizabeth warren. the party of the paul ryan, kevin mccarthy, there not a lot of them left in congress. if you will put j.d. vance on the top of the ticket i start to question how pro-business this administration will be. annmarie: it was j.d. vance who said the only person effective in the biden administration is lena con, the individual going after all of the i am -- all of the m&a the biden administration has talked about. they wanted to go down heavy on big business. if you have lena kahn lining up alongside j.d. vance that does not give a picture of the normal establishment for the republican party. dani: to complicate everything is the supreme court. regardless of who he chooses as bp this is a supreme court who has made an issue of deregulation. this is such a complicated issue. jonathan: i went through equity
ed mills says mike pence was number one when it came to policy. if it is j.d. vance it gets hard to understand how pro-business this administration might be. j.d. vance, uncertain business issues has a lot in common with the likes of elizabeth warren. the party of the paul ryan, kevin mccarthy, there not a lot of them left in congress. if you will put j.d. vance on the top of the ticket i start to question how pro-business this administration will be. annmarie: it was j.d. vance who said the...
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Jul 1, 2024
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jonathan: ed mills of raymond james. thank you. lisa, i know you have thoughts.e of the biggest shifts and your right to bring this up because this undercuts regulators ability to create rules for the energy industry, the health care industry, the insurance industry. does this give a boost to the industries? does this undercut existing proposals? tech is fascinating at a time people are having great deal of anxiety about how we will regulate ai. jonathan: the much going on in d.c.. coming up, we turn to tesla. that conversation is just around the corner. equities positive .25% on the s&p. guest after guest starting to take a trump presidency that much more seriously after thursday night. lisa: say what everyone about the predictive poles. it does seem like there is a shifting pendulum away from joe biden in the wake of his performance in that debate and not something people can ignore in the market. jonathan: will this treasury market regulate any ambitions of any particular government? lisa: people believe the ghost of the liz truss moment will rule this market.
jonathan: ed mills of raymond james. thank you. lisa, i know you have thoughts.e of the biggest shifts and your right to bring this up because this undercuts regulators ability to create rules for the energy industry, the health care industry, the insurance industry. does this give a boost to the industries? does this undercut existing proposals? tech is fascinating at a time people are having great deal of anxiety about how we will regulate ai. jonathan: the much going on in d.c.. coming up,...