Soft US Jobs, Swedish Defense Spending, Private Credit Woes
About this episode
The episode discusses the softening US labor market, Sweden's role in European defense spending, vulnerabilities in private credit, and the impact of Gen Z protests in Nepal.
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. See omnystudio.com/listener for privacy information.
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