- In the CEO today: Diane Brady at the International Milkin Institute conference in Los Angeles.
- The big story: Trump’s film tax may have the opposite effect of the intended one.
- Markets: Western markets are broken, Asian markets rise.
- Analyst notes from Ey On the independence of the federal reserve, Jpmorgan Chase On Global Global GDP, JPMorgan Chase on profits, and the total economy of the Pan of employment.
- plus: All news and water chat from luck.
Good morning From the World Conference of the Milkin Institute in Los Angeles, an annual gathering of policy makers and leaders focuses on financing, charitable work and health. This intersection makes interesting overlap, as university and Non -governmental organizations Leaders who feel the pain of Trump administration are mixed with investors who see chances of profit. Elon Musk He talked about Dog and the future of humanity in a special meeting, as one of the attendees told me, and not necessarily this arrangement. In my dinner last night, speakers from the Authority’s network were focused to strong policy.
Of course, the definitions remain at the top of the mind. While Treasury Secretary Scott Beesen told the public that trade, tax discounts, and the abolition of restrictions would stimulate greater prosperity in the United States, and how this will happen, is still unclear. (My colleague, John John Roberts has a Deeper analysis of Bessent’s comments).
In the following painting, Citigroup CEO Jane Fraser indicated that the bank’s customers can accept tariffs by 10 %, compared to 25 %, and they are waiting for certainty. “Take advantage of artificial intelligence and build adaptation ability, these are mainly irrational moves.”.
Many investors you spoke here are confident that this is the time to make money. When it comes to opportunistic credit investments, Victor Khosla of strategic value partners said, “We were really busy last year and we got a lot of preoccupation.”
John Koudounis, CEO of Calamos Investments has been launched Bitcoin Etf Capital Protective This year to take advantage of renewed interest in cryptocurrencies amid Trump’s support. “We would like to bring more people to the separation of assets,” he said. “If you look at the regular mother and pop, it is afraid.”
Who can blame them? like U “We are not talking enough about risk connection” – taking into account the impact of trends in trade, technology, weather and the working agency. “We still see the value of the work together, in general and private. When it works, it is amazing.”
More news below.
Call the executive daily via Diane Brady at [email protected]
This story was originally shown on Fortune.com
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