E14: Trump 2.0 and the Markets
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Donald Trump was elected to a second U.S. presidential term this week as the world watched the results unfold into the early hours of Wednesday morning. In this special edition of Research @ Citi, Rob Rowe is joined by Scott Chronert, Head of U.S. Equity and ETF Strategy, and Dan Tobon, Head of G10 FX Strategy, to discuss how the financial markets were trading in the runup to the election, and what they’ll likely be focusing on in a second Trump administration.
Rob Rowe, Head of Global Strategy and Macro Research and U.S. Regional Director of Research
Rob Rowe is Head of the Global Strategy and Macro Group (GSMG) as well as the U.S. Regional Director of Research. GSMG unites all of Citi's economists with fixed income, FX, equity and commodities strategists to create a common team providing research on the world's major economies and asset classes. Rob has been with Citi for 30 years serving in various capacities. He originally joined Smith Barney Harris Upham & Company in 1989, working in investment banking, fixed income sales and research. In addition to his managerial responsibilities, he continues to provide portfolio strategy for select clients as part of his previous role overseeing the Global Bond Portfolio Analysis team. He has written numerous articles and publications on fixed income and portfolio strategy.
Scott Chronert, Head of U.S. Equity and ETF Strategy, Citi Research
Scott Chronert is a Managing Director at Citi Research serving several roles, including U.S. Equity Strategist, Global Head of ETF Strategy & Analysis, and U.S. Small/Mid Cap Strategy. Scott assumed the U.S. Equity Strategy role at Citi in October 2021. He brings a fundamental approach to assess the U.S. equity landscape. Regarding ETFs, Scott and his team have been at the forefront of sell-side, institutional-grade analysis of the ETF ecosystem since 2012. His product covers all facets of ETFs, including broader industry trends, flow analysis, and stock and market impacts, complemented with positioning views covering most asset classes and geographies. His work on U.S. Small/Mid Cap provides a blend of top-down and stock-specific insight. Scott also contributes to Citi’s global equity strategy product. Prior to joining Citi Research in 2010, Scott spent more than 25 years in institutional equity sales and management roles (mostly at Citi). Scott is a graduate of Dartmouth College (AB degree, 1978) and UCLA Graduate School of Management (MBA degree, 1980).
Daniel Tobon, Head of G10 FX Strategy, Citi Research
Daniel Tobon is Head of G10 FX Strategy at Citi Research. Prior to rejoining Citi, Daniel was a macro strategist at Millennium. Daniel previously worked at Citi from 2012-2021 as an FX Strategist in Citi Markets in both New York and London. He began his career at BlackRock. Daniel holds an MBA from the NYU Stern School of Business and a Bachelor’s degree in Political Science from the Villanova University.
