This week, Glenn Hubbard warns that tariffs, shaky data and a mature credit cycle create risks as the Fed looks toward 2026. And, will open AI ecosystems win out over closed models, as AMD CEO Lisa Su and former IBM CEO Sam Palmisano suggest? Plus, from AI to manufacturing, soaring electricity demand is forcing a rethink of where our power comes from and how fast we can build to generate it. Later, can Macy’s reinvent the department store for today’s shopper?

This week, Glenn Hubbard warns that tariffs, shaky data and a mature credit cycle create risks as the Fed looks toward 2026. And, will open AI ecosystems win out over closed models, as AMD CEO Lisa Su and former IBM CEO Sam Palmisano suggest? Plus, from AI to manufacturing, soaring electricity demand is forcing a rethink of where our power comes from and how fast we can build to generate it. Later, can Macy&rsquo;s reinvent the department store for today&rsquo;s shopper?

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

Hubbard on Fed Cut Fallout, Open Source AI, Nuclear Bet, Department Store Revival

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/486b0a4b-0ef6-434f-993f-b3b1014c4b0d/transcript

On this special, fan favorite edition of Bloomberg Wall Street Week, we travel to Japan to bring you stories of how its economy could be turning the page after 30 years of stagnation. After the so-called ‘lost decades,’ Apollo Global Management’s Marc Rowan explains why there’s a ‘new swagger’ in Japan now. Plus, can private capital help power Japan’s next growth cycle? Later, after decades of caution and stability, Japan’s business culture now faces a defining test as reform collides with tradition.

On this special, fan favorite edition of Bloomberg Wall Street Week, we travel to Japan to bring you stories of how its economy could be turning the page after 30 years of stagnation. After the so-called &lsquo;lost decades,&rsquo; Apollo Global Management&rsquo;s Marc Rowan explains why there&rsquo;s a &lsquo;new swagger&rsquo; in Japan now. Plus, can private capital help power Japan&rsquo;s next growth cycle? Later, after decades of caution and stability, Japan&rsquo;s business culture now faces a defining test as reform collides with tradition.

Fan Favorite: Japan’s New Horizon

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/441aa573-ebcf-46e5-9ecc-b4200153db5e/transcript

This week, the Fed holds rates steady, anticipating greater uncertainty and higher prices as war in Iran drives up fertilizer and fuel costs. Plus, letting first-time homebuyers tap retirement savings might ease down payments, but it can also fuel demand and push home prices higher. Later, can farmers respond quickly enough when social media spikes demand for their produce, or do viral trends create more risk than opportunity?

This week, the Fed holds rates steady, anticipating greater uncertainty and higher prices as war in Iran drives up fertilizer and fuel costs. Plus, letting first-time homebuyers tap retirement savings might ease down payments, but it can also fuel demand and push home prices higher. Later, can farmers respond quickly enough when social media spikes demand for their produce, or do viral trends create more risk than opportunity?

China’s Role in Iran War, Global Fertilizer Disruptions, Matcha’s Supply Problem

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/51bc008f-3f23-41d3-b1d8-b41a00ee4015/transcript

This week, the Fed holds rate steady, anticipating greater uncertainty and higher prices amid the war in Iran. And AI is advancing fast, but real-world limits mean it may transform industries more gradually and less dramatically than many expect today. Plus, are US tariffs on Canada causing long-term economic harm, or are they resetting the relationship between two closely linked economies? Later, efforts to limit teen social media use are gaining momentum worldwide, but uneven enforcement is raising questions about their real impact.

This week, the Fed holds rate steady, anticipating greater uncertainty and higher prices amid the war in Iran. And AI is advancing fast, but real-world limits mean it may transform industries more gradually and less dramatically than many expect today. Plus, are US tariffs on Canada causing long-term economic harm, or are they resetting the relationship between two closely linked economies? Later, efforts to limit teen social media use are gaining momentum worldwide, but uneven enforcement is raising questions about their real impact.

Fed on Iran War, AI Expectations, US-Canada Trade War, Australia’s Social Media Restrictions

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ee66f582-f946-4087-8c6b-b41301589d68/transcript

Hubbard on Fed Cut Fallout, Open Source AI, Nuclear Bet, Department Store Revival

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