Macro Update: The Flip Side of Inflation

In the second part of our conversation, we ask the CEO of Brookfield’s Private Equity Group why the world may be underestimating the demand for power and computing capacity—and which industrial businesses are already benefiting. 

The CEO of Brookfield's Private Equity Group shares why some of the most exciting AI opportunities may be hiding in industrial businesses that still barely use Excel. 

With inflation coming down, and US elections on the horizon, what should investors be focused on now? Mike Cahill, senior currency strategist within Goldman Sachs Research, joins Jen Roth in Global Banking & Markets to discuss how markets are reacting to new CPI data, and how US ...  Show more

Inflation will eventually come down, but not rapidly or in the way it would have in previous years. So says Sharon Bell, managing director and senior European equity strategist at Goldman Sachs. She tells Merryn Somerset Webb on this week’s Merryn Talks Money that the reason for ...  Show more

After one of the most aggressive tightening cycles in decades, it looks like central banks are making decent progress in taming inflation, opening the door for a rare soft landing for the economy. BMO Chief Economist Douglas Porter and Senior Economist Sal Guatieri discuss prospe ...  Show more