Wall Street Week

Lori Calvasina and Scott Chronert discuss the paradigm shift in a higher-rates environment. Afsaneh Beschloss explains the differences among new BRICS entrants. Eric Cantor talks about how higher interest rates affect dealmaking.

On this edition of Wall Street Week, Chris Ailman, CalSTRS CIO and Sonal Desai, Franklin Templeton Fixed Income CIO tell us why they believe the US consumer might weaken. Steve Rattner, Willett Advisors CEO and Lawrence H. Summers, Former Treasury Secretary explain why we might be in a goldilocks moment with inflation.See omnystudio.com/listener for privacy information.

Former President Trump has been indicted for a fourth time. Here's everything you need to know about the new charges.  For more podcasts like this, and the news you need to start your day, subscribe to the Bloomberg Daybreak Podcast:     Apple: http://bit.ly/3DWYoAN     Spotify: http://bit.ly/3jGRYiB     Anywhere: http://bit.ly/3J1bct9See omnystudio.com/listener for privacy information.

 On this edition of Wall Street Week, Kristin Bitterly, Citi Head of North America Investments and Liz Ann Sonders, Charles Schwab Chief Investment Strategist tell us why they see a rolling earnings recession. George Pyne, Bruin Capital Founder & CEO explains how fragmentation is leading to a realignment in college football. Deborah Lehr, Paulson Institute Vice Chairman and Executive Director and Edelman Global Advisory CEO sees certainty as central to China's economic stability and Rick Rieder, BlackRock Global Fixed Income CIO tells us how he would position a portfolio for a no-landing scenario. See omnystudio.com/listener for privacy information.

On this special edition of Wall Street Week, Bloomberg's David Westin spoke with key players in economic policy and business as they gathered in Colorado for the 2023 Aspen Economic Strategy Group Conference. Cecilia Rouse, Former Council of Economic Advisers Chair tells us why a little cooling is essential for the US labor market. Lawrence H. Summers, Former Treasury Secretary & Wall Street Week Contributor warns that inflation might be on the rise again. Hank Paulson & Tim Geithner, Former US Treasury Secretaries discuss what can be done to balance the fiscal state of the US.  Austan Goolsbee, Chicago Fed president and Raphael Bostic, Atlanta Fed President both signal that the Fed is not done hiking rates just yet.See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Greg Peters, PGIM Fixed Income Co-CIO dives into the BOJ's surprise to investors. Laura Tyson, UC Berkeley Haas School of Business Professor tells us why productivity gains from AI might help deliver a soft landing. Michael McKee, Bloomberg's International & Economic Policy Correspondent explains how the Fed and ECB can keep the pressure on inflation without turning lending stress into economic distress. Ralph Schlosstein, Evercore Chairman Emeritus says deal appetite is returning after a two-year drought.See omnystudio.com/listener for privacy information.

 On this edition of Wall Street Week, Kristina Hooper, Invesco Chief Global Market Strategist & Saira Malik, Nuveen CIO discuss the likelihood of a soft landing ahead of the Fed's closely watched July decision. Dennis Arfa, Artist Group International Founder examines the effect Taylor Swift has had on the music business. Michael McKee, Bloomberg's International & Economic Policy Correspondent breaks down the impact the Fed's rate hikes have had on the dollar. Lawrence H. Summers, Former US Treasury Secretary and Steve Rattner, Willett Advisors CEO debate the distributional consequences of AI adoption, and Owen Thomas, Boston Properties CEO explains how office buildings are being repurposed.  See omnystudio.com/listener for privacy information.

 On this edition of Wall Street Week, Dennis DeBusschere, 22V Research President, Partner and Chief Market Strategist and Mona Mahajan, Edward Jones Senior Investment Strategist dive into the odds of a soft landing. Kathryn Judge, Columbia Law School Professor breaks down the potential impact of higher capital requirements on banks' willingness to lend. Afsaneh Beschloss, RockCreek CEO discusses the trajectory of China's rebound and Jon Klein, Former CNN President and HANG Media Co-Founder breaks down the disruptive effect of AI on the media industry. See omnystudio.com/listener for privacy information.

 On this edition of Wall Street Week, David Bianco, DWS Group Americas CIO dives into the bond markets' reaction to the June jobs report. Lawrence H. Summers, Former US Treasury Secretary gives us his thoughts on US jobs growth and inflation. We take a look at China's economic growth since the Reagan era with Bloomberg International Economics and Policy Correspondent, Michael McKee. Tom Barrack, Colony Capital Founder breaks down the intersection of foreign policy and business risks in the Middle East. Purnima Puri, HPS Head of Liquid Credit dives into whether the bargaining power shifted between the lender and the borrower. See omnystudio.com/listener for privacy information.

 On this edition of Wall Street Week, Rebecca Patterson, Former Bridgewater Associates Chief Investment Strategist dives into China's global growth and what it means for the US economy. Blackstone CFO Michael Chae makes the case that AI will give private markets an edge over public markets. We take a look at why markets were muted in the face of a mutiny close-call with Bloomberg's Michael McKee. Darren Walker, Ford Foundation President breaks down the potential private sector impact of the US Supreme Court's decision on affirmative action. Sheila Bair, Former FDIC Chair tells us why the Fed's stress test results don't paint the full picture of banks' risks. See omnystudio.com/listener for privacy information.