Bloomberg Talks

Manny Roman, CEO at Pacific Investment Management Co. (Pimco), discusses investing in AI infrastructure, global opportunities in fixed income, and why tariff uncertainties pose a risk to US stocks. He spoke Monday with Bloomberg's Jonathan Ferro and Lisa Abramowicz

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Chancellor of the Exchequer Rachel Reeves has ruled out a UK wealth tax, while also giving one of her strongest commitments yet to abide by campaign pledges not to raise the level of several key taxes. Reeves also discussed youth guarantees, the two-child benefit cap, and child poverty with Bloomberg's Lizzy Burden at the Labour Conference in Liverpool.

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Greek Prime Minister Kyriakos Mitsotakis says there is momentum in European Union member states to issue joint debt to support a defense spending boost in the bloc. Mitsotakis also said he is in favor of cross-border bank consolidation in Europe and welcomes the investment by Italy’s UniCredit SpA in Alpha Bank SA. He spoke with Bloomberg Editor-in-Chief John Micklethwait.

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Federal Reserve Bank of Richmond President Tom Barkin said unemployment and inflation have moved away from the US central bank's goals. Barkin stated that the downside risk for both unemployment and inflation is limited, and the bank will adjust its stance as it learns more. Barkin said the recent rate cut moves Fed policy closer to a level that neither stimulates nor restricts the US economy, which should help support the labor market while maintaining pressure on inflation. He speaks with Bloomberg's Michael McKee

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Bloomberg Editor-in-Chief John Micklethwait sits down with NATO Secretary General Mark Rutte on Bloomberg Television to discuss the recent incursions into NATO airspace and the Russia-Ukraine war. Rutte says the NATO alliance is rapidly learning from Ukraine on countering Russian drones.

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Andrew Cuomo, former New York governor and New York City mayoral candidate, says he will be the only one left running against Zohran Mamdani. Cuomo says it's up to Republican nominee Curtis Sliwa and incumbent Mayor Eric Adams to decide whether they're dropping out. He speaks to Bloomberg's David Gura.

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Federal Reserve Governor Stephen Miran recounts his first experience in a Federal Open Market Committee meeting and explains the factors that have lowered the neutral rate as he calls for rapid interest-rate cuts. Miran says he would “rather act proactively” to lower rates, than “wait for some giant catastrophe to occur.” He speaks with Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern

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Sam's Club CEO Chris Nicholas believes that consumers have remained consistent and rational despite growing uncertainty surrounding tariff effects on consumer goods. He spoke with Carol Massar and Tim Stenovec  at the Bloomberg Philanthropies Global Forum to discuss consumer demand and the post tariff supply chain roadmap.

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Spanish Prime Minister Pedro Sanchez said he’ll run for re-election in 2027, despite polls that show his Socialist party would have a difficult time winning a majority in parliament. 

“I will do it for sure,” Sanchez said. “This is something that I have already spoken with my family and with my party and if they allow me I’m confident we can repeat a majority.” 

He spoke with Bloomberg Editor-in-Chief John Micklethwait.

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Latvian President Edgars Rinkevics talks about what it takes to defend against Russian aggression and how a drone wall could be used. Russian fighter jets have recently gone into Polish and Estonian airspace, ratcheting up tension in the region. Rinkevics also says Europe needs to stop buying oil from Russia. He speaks with Bloomberg's Joe Mathieu.

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