 On this edition of Wall Street Week, Saira Malik, Nuveen CIO tells us about election risks to markets around the world. Sharmin Mossavar-Rahmani, Goldman SachsWealth Management Group CIO makes the case for overweight us equites. Robert Rubin, Former US Treasury Secretary tells us what we can learn from the factors that influenced the Clinton administration to balance the federal budget in the 1990s. Purnima Puri, HPS Investment Head of Liquid Credit tells us whether she expects credit markets to price in a recession.  

On this edition of Wall Street Week, Saira Malik, Nuveen CIO tells us about election risks to markets around the world. Sharmin Mossavar-Rahmani, Goldman SachsWealth Management Group CIO makes the case for overweight us equites. Robert Rubin, Former US Treasury Secretary tells us what we can learn from the factors that influenced the Clinton administration to balance the federal budget in the 1990s. Purnima Puri, HPS Investment Head of Liquid Credit tells us whether she expects credit markets to price in a recession.

Wall Street Week tells the stories of capitalism from around the world, hosted by David Westin in New York.

Wall Street Week tells the stories of capitalism from around the world, hosted by David Westin in New York.

David Westin speaks with top names in finance about the week's biggest issues on Wall Street.

Wall Street Week

Bloomberg Wall Street Week - January 26th, 2024

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5578fe0a-9ecc-4326-a7c6-b104001f94a8/transcript

This week, Chrystia Freeland talks with the former finance ministers of the Netherlands and Germany about what it takes to bring spending under control. And, are US deficits now a bigger driver of interest rates than inflation? Plus, as Fed Chair Kevin Warsh makes his debut at the Jackson Hole Economic Policy Symposium, we revisit the story of the wealthiest place in America. Later, the rise of YouTube filmmakers is democratizing discovery, while also flooding the market with more content than audiences can watch.

This week, Chrystia Freeland talks with the former finance ministers of the Netherlands and Germany about what it takes to bring spending under control. And, are US deficits now a bigger driver of interest rates than inflation? Plus, as Fed Chair Kevin Warsh makes his debut at the Jackson Hole Economic Policy Symposium, we revisit the story of the wealthiest place in America. Later, the rise of YouTube filmmakers is democratizing discovery, while also flooding the market with more content than audiences can watch.

Debt & Consequences, Defying Fiscal Gravity, Hollywood Gets Democratized

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3b0dffc5-a009-4b2e-985a-b4b400e2b0f4/transcript

This week, Former IBM CEO Sam Palmisano discusses why companies may benefit from having a “Plan B” for AI implementation. And, AI may not be causing mass layoffs yet, but early data suggest it is already slowing wage growth in exposed occupations.Plus, Canada may have dodged Trump’s newest tariffs, but the deal could leave lasting damage to USMCA, North American manufacturing and trust between two longtime allies. Later, who pays when the Colorado River can no longer meet the West’s demand?

This week, Former IBM CEO Sam Palmisano discusses why companies may benefit from having a &ldquo;Plan B&rdquo; for AI implementation. And, AI may not be causing mass layoffs yet, but early data suggest it is already slowing wage growth in exposed occupations.Plus, Canada may have dodged Trump&rsquo;s newest tariffs, but the deal could leave lasting damage to USMCA, North American manufacturing and trust between two longtime allies. Later, who pays when the Colorado River can no longer meet the West&rsquo;s demand?

 AI Hits Wages, USMCA Under Pressure, Colorado River Crisis

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/585d1b6f-9161-4dd3-bd38-b4ad0168df2d/transcript

This week, inflation may be edging lower, but as markets push rates higher, the Fed’s 2% inflation target might be a long way off. And, Mexico is building a land-based trade corridor that could give shipping companies more options when traditional channels are disrupted. Plus, as exits slow and borrowing costs rise, the ability of private equity investments to generate returns that beat public markets is less certain.  Later, Cuba is promising its biggest market reforms in decades, but investors remain skeptical that the state will truly give up control. 

This week, inflation may be edging lower, but as markets push rates higher, the Fed&rsquo;s 2% inflation target might be a long way off. And, Mexico is building a land-based trade corridor that could give shipping companies more options when traditional channels are disrupted. Plus, as exits slow and borrowing costs rise, the ability of private equity investments to generate returns that beat public markets is less certain.&nbsp; Later, Cuba is promising its biggest market reforms in decades, but investors remain skeptical that the state will truly give up control.

Rerouting Trade, Private Equity Test

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/958dd308-c9a3-47f7-aa94-b4a601199acc/transcript

Bloomberg Wall Street Week - January 26th, 2024

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