Bring in Rashir Chararma, Rockefeller International chairman, founder and chief investment officer of Breakout Capital, fresh off this new piece in the FT today titled America is now one big bet on AI rashier. Um, provocative piece although I over the weekend Washington Post pointed out that GDP gets more contribution now from AI capex than all the spending by all the consumers in the country. That's exactly what I've said in this piece uh Carl which is that if you just look at the AI spend that alone accou ...

All right, joining me now is Union Pacific CEO Jim Venna here at the uh Michigan Central Station in Detroit at Ford's big essential economy event. Jim, good to finally meet you. >> Well, listen, my pleasure.>> Yeah, really nice to meet you. >> Likewise. Been following uh your story uh many decades in the railroad career uh railroad industry and I think that's you know perhaps a good segue into how important an event like this is.You know, I was just talking to Ford CEO Jim Farley telling me there's a worker ...

It is the first Friday of the month, which means we should have a report from the Bureau of Labor Statistics summarizing September jobs data. But thanks to the government shutdown, that report is now delayed. It's the very first time since 2013 that a shutdown has essentially prevented the Labor Department from releasing any of its data.And it comes at a time where pessimism about the US economy is at an all-time high. 59% of Americans say the economy is getting worse. That's up from polling conducted in bo ...

Beneath the surface of what’s been a remarkably resilient US economy, a series of small shocks in the world of consumer credit have combined to rock companies that service the most financially vulnerable Americans https://t.co/wogZQlmM73 ...

Given the geopolitical strains given now as well, the shutdown in the U.S.. David, does the US economy weather the current political standoff in Washington. And does that resilience that we've seen this year continue into 2026.Well, first, thank you for having me here. Delighted to be here. The U.S. economy is in pretty good shape and there are some very, very strong tailwinds that have really had a profound effect.And there are also some things going on that are creating headwinds and are probably leading ...

Given the geopolitical strains given now as well, the shutdown in the U.S.. David, does the US economy weather the current political standoff in Washington. And does that resilience that we've seen this year continue into 2026.Well, first, thank you for having me here. Delighted to be here. The U.S. economy is in pretty good shape and there are some very, very strong tailwinds that have really had a profound effect.And there are also some things going on that are creating headwinds and are probably leading ...

I want to start off with the question I think a lot of people are trying to figure out if uh if or where we should look for reaction in the bond market. Uh we have Bill Leaf from Milk and on as I just mentioned he said the long end of the curve is where he expects to see some type of reaction again if it's a prolonged shutdown. Do you agree with that thesis.You know I would say the long end uh is cheap on any metric because there's been concerns around the deficit the sell America trade after liberation day ...

India said Friday that both the Indian and US economies have benefited significantly from the movement of skilled talent, days after President Donald Trump’s decision to impose severe restrictions on H-1B visas https://t.co/T9nxhvfirK ...

This story was originally published on CFO Dive. To receive daily news and insights, subscribe to our free daily CFO Dive newsletter. Dive Brief: CFOs expect tariffs to have a major impact on price growth at their organizations this year as well as in 2026, according to a quarterly survey of finance chiefs by Duke University’s Fuqua School of Business and the Federal Reserve Banks of Richmond and Atlanta. On average, price growth would be about 30% lower in 2025 and roughly 25% lower in 2026 without the ...

Group 1 - The outlook for equity markets is influenced by the US economy and Federal Reserve policy [1] - There are notable differences in portfolio strategies between US and non-US investors [1]