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- Daily in today’s CEO: Diane Brady, the Milken Institute in Los Angeles at the global conference.
- Great story: Trump’s film tax can be a counterpanned effect.
- Markets: Western markets are low, Asian markets are up.
- Analytical notes from Ugly Fed About Independence, JPMORGAN CHASE Macroeconomic Panteon on JPMorgan Earnings and Employment in Global GDP.
- Moreover: All News and Sucicooler chat Fortune.
Tomorrow The gathering of the global conference in Los Angeles, the annual gatherment of politicians and leaders in Los Angeles gathered on finance, charitability and health. This intersection puts an interesting liquid, here university and Very cite The leaders who feel the pain of Trump management policies are confused with investors who see the opportunities for profit. Elon musk Doge and the future of mankind, a participant, was not in this order. Last night my dinner pivint the power policy on the power policy of power policy.
Of course, tariffs remain on the mind. The Treasury Secretary Scott Bessent, trade, tax reduction and regulation, explained the greater prosperity, how and when it will be. (My colleague has Jeff John Roberts a The deeper analysis of Bessent’s records.) Bessent did not talk much about tariffs, but about 3% and increased production of US debt and increased production
In the pane that follows, Citigroup CEO Jane Fraser, 10% of the bank’s customers, can accept 25% of the 10%, and waiting for their peace. BCG Global Chairs recommend that the richest smaller customers recommend price strategies and productivity: “AI, building adaptation, they are actually regretting.”
Many of the investors I speak here are convinced that this is a good time to make money. As for opportunistic credit investments, the Victor Xos of strategic value partners, “We were really busy and worked hard last year.”
John Koudounis, CEO of Calamos Investments, launched Bitcoin ETF protected by equity This year, Trump’s support to capitalize renewed interest rates in crypto. “We would like to bring more people to an active class,” he said. “If you look at the average mother and pop, they are afraid.”
Who can blame them? Like Aon CEO Greg put it: “We don’t talk enough about the links to the risk” – deliver the impact of trends to trends, technology, air and workers. “We continue to see the value of the social and private work together. It is amazing when working.”
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Contact CEO every day through Diane.brady@fortune.com
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