Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product. With over a decade of experience in economics and finance, Samuel has held significant roles such as Chief Economist at Avalon Investment & Advisory and Economist and Portfolio Manager at Chilton Capital Management LLC. He is also the author of "After Normal: Making Sense of the Global Economy," and holds a Master’s degree in Economics from the UNH Peter T. Paul College of Business and Economics, as well as having studied Economics at the University of Oxford.
Trump has made tariffs on China one of his biggest priorities, and Wall Street is bracing for impact. Watch out for these blue chip names.
Retailers are taking steps to grow volume. Some are faring better than others.
“‘The Fed has an excuse to wait around and find out. They don’t have to move because the labor market is not breaking,’ said Samuel Rines, an economic analyst at asset manager WisdomTree.” - Wall Street Journal
“It’s not quite as uniform as it was called a year ago,” he said. “A year ago, it was all price…Nobody was really paying attention to the volume side of things. That’s really changed, but it hasn’t changed uniformly. So there are winners and there are significant losers.” – Retail Brew
“Tariffs could “accelerate investment in reshoring” jobs from abroad, said Samuel Rines, an economist and a macro strategist at WisdomTree, a financial firm. At the same time, Mr. Rines said, “we have no idea what’s going to be implemented, and so what you’re seeing priced in is the least-worst scenario.” – The New York Times