Bloomberg Talks

SAP CEO Christian Klein discusses earnings that beat estimates, proving resilience in a time of market uncertainty as businesses and customers navigate the new tariff environment. Indeed, there has been absolutely 'no' pullback in US spending says Christian Klein, SAP's CEO. He spoke to Bloomberg's Tom Mackenzie.See omnystudio.com/listener for privacy information.

Former US Treasury Secretary Lawrence Summers says there is a substantial need for Harvard University to reform in respect to antisemitism, discipline of students and widening of perspectives. Speaking to Wall Street Week Anchor David Westin, Summers says he believes there's a risk on both sides as he wants the institution to make changes but does not want the government to "order universities around."See omnystudio.com/listener for privacy information.

Rob Kaplan, Vice Chairman at Goldman Sachs and former Dallas Fed President, shares insights on navigating economic uncertainty. He discusses how evolving trade policies and tariffs shape corporate decision-making and investor sentiment. Kaplan emphasizes the need for stability in trade discussions and reflects on the implications of structural changes in the U.S. economy for vulnerable groups. He also highlights the importance of coherent economic narratives and prioritizing client relationships in a rapidly evolving financial landscape.

Kristalina Georgieva, Managing Director of the International Monetary Fund, shares her insights on the looming risks of a global recession due to the ongoing US-led trade war. She emphasizes the IMF's critical role in ensuring financial stability amidst rising tensions and warns against trade disputes that may lead to economic uncertainty. Georgieva stresses the importance of international collaboration to navigate these challenges and highlights the dire need for coherent strategies to address potential tariffs and their impact on global growth.

Jan Hatzius, Chief Economist at Goldman Sachs, shares his insights on the US economy's future, predicting barely positive growth in 2025 and inflation rising to the mid-3’s. He highlights how political tensions, particularly Trump's threats against Fed Chair Jerome Powell, are influencing financial markets. Hatzius also discusses the implications of economic pressures like declining real incomes and their effect on consumer behavior and business investments, emphasizing the uncertainty that stifles market confidence.

Megan Greene, a member of the Bank of England's monetary policy committee, shares insights on the UK's economic outlook. She discusses the potential for interest rate cuts driven by global economic shifts and the impact of falling energy prices. Greene dives into the complexities of inflation, the resilient UK labor market post-COVID, and the rising borrowing costs complicating policy decisions. She also touches on the UK's trade dynamics post-Brexit, highlighting its competitive advantages and the importance of central bank independence in turbulent times.

Carl Raymond Cruz, the newly appointed CEO of Globe Telecom, shares insights on his leadership journey and the company’s strategic vision. He delves into the challenges and opportunities within the Philippine telecom sector, emphasizing the importance of customer engagement. Cruz discusses the upcoming GCash IPO, projecting significant growth and maintaining independence in the digital finance sphere. His focus on adaptability and innovation reveals how Globe aims to thrive in a competitive market.

Nicole Malliotakis, the US Republican Representative for New York's 11th congressional district, dives into pressing economic topics with hosts Joe Mathieu and Kailey Leinz. She discusses the impact of political decisions on the economy, the nuances of extending the 2017 Tax Cut, and potential changes to Medicaid. Malliotakis also unpacks the implications of congestion pricing on municipalities and addresses legal challenges facing the MTA, emphasizing the need for community support and strategic planning in future financial policies.

Claudia Sahm, New Century Advisors Chief Economist, discusses the fate of Fed Chair Jerome Powell. Sahm spoke with Bloomberg's Sonali Basak and Katioe Greifeld.See omnystudio.com/listener for privacy information.

St. John's Professor Meghan Clark discusses the death of Pope Francis. Clark speaks with Bloomberg's Paul Sweeney and Tom Keene.See omnystudio.com/listener for privacy information.