From Bloomberg Markets and Finance.
This week, Steven Rattner of Willett Advisors explains why the US labor market is softening and what tariffs, AI and stagflation risk could mean next. And as Europe prepares to spend more on defense, Sweden is emerging as an unlikely but crucial player in the continent’s push. Plus, private credit’s advantages are becoming vulnerabilities as some investors try to get their money out. Later, Nepal’s Gen Z protests toppled a government, and now the country’s voters are trying to turn that uprising into lasting change.
Chapters:
00:00:00 – Rattner on US job market
00:10:42 – Swedish defense
00:23:52 – Private credit boom
00:35:43 – Nepal elections
00:47:30 – Europe’s defense strategy
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