Bloomberg Wall Street Week - July 12th, 2024

Bloomberg Wall Street Week - July 12th, 2024

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Your Brain on AI, Rare Earth Race, College Enrollment Cliff

This week, National Economic Council Director Kevin Hassett says AI’s productivity boost may be much larger than official economic data currently indicate. And, AI companies are largely in agreement that the technology needs guardrails, but the ethical implications of AI could al ...  Show more

China’s Trade Reckoning, Syracuse’s Second Chance, North American Fracture, Humanoids in Healthcare

This week, Council on Foreign Relations President Michael Froman breaks down China's export machine, why twenty years of US pressure hasn't worked, and what happens next. And, can a $100 billion Micron factory transform Syracuse from a Rust Belt cautionary tale into a potential m ...  Show more

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Surveillance: Trade Talks Are Unpredictable, Hewson Says
Bloomberg Surveillance

David Page, AXA Investment Managers U.S. & U.K. Senior Economist, says there is a small risk of a Fed cut in two weeks. Stephanie Baker, Bloomberg News Senior Writer, updates us on trade negotiations between the U.S. and Mexico. Victoria Hewson, Institute of Economic Affairs Seni ...  Show more

Surveillance: Labor Market Outlook With Dudley
Bloomberg Surveillance

Bloomberg Opinion Columnist and Former New York Fed President William Dudley discusses the outlook for the labor market and Fed monetary policy. David Riley, BlueBay Asset Management Chief Investment Strategist, says the market is underpricing the Fed. Danny Blanchflower, Dartmou ...  Show more

It’s central bank week!
FT News Briefing

Central banks take centre stage this week, Benjamin Netanyahu defies western allies over his strategy in Gaza, and the US National Labor Relations Board is facing challenges from some major companies. Plus, after years of negative news surrounding South Africa, there are groun ...

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Big Tech Unlikely To Truly Challenge Wall Street: Ex-OCC Chair
The Tape

Keith Noreika, Former Acting Comptroller of the Currency, discusses banking charters for tech firms, outlook for changes to the banking industry, and bitcoin as a currency.Max Nisen, Bloomberg Gadfly columnist covering health care, on biotech M&A, and what to expect from the big ...  Show more