Jeffrey Solomon
Showing 1–3 of 3 transcripts.
- Milken Institute1h 0m
The New Macro Playbook | Global Conference 2026
Stephanie Ruhle, André Esteves, George Goncalves, Karen Karniol-Tambour, Seema Shah, Jeffrey Solomon
Global capital flows are shifting from a U.S.-centric model to diversified inflows in emerging markets and resource economies, driven by a transition from efficiency-based globalization to sovereign security-focused supply chains. This structural change, characterized by modern mercantilism and massive AI infrastructure spending, has created a bifurcated economy where fiscal deficits and geopolitical fragmentation fuel persistent inflation while prompting investors to seek physical assets over traditional equities. As nations fragment into isolated economic blocks and governments face rising risks of financial repression, investors must navigate these divergent currency zones to identify opportunities in captive markets protected by national industrial policies.
- Milken Institute1h 0m
Capital Markets 2025: Shaping and Scaling the Future | Global Conference 2025
Sonali Basak, Sumer Dewan, Jim Esposito, Viswas Raghavan, Seema Shah, Jeffrey Solomon
Panelists led by Seema Kenji analyze a structural macroeconomic shift where sovereign debt burdens have transferred to private sectors, creating a new environment characterized by the Trump administration's tariff and deregulation triad and a decade of anticipated high volatility. While market dislocations remain orderly and liquidity persists, regional dynamics are pivoting toward Asia as India and ASEAN emerge as critical growth engines and internal trading blocs. Looking forward, the consensus emphasizes corporate stress testing and long-term conviction in US assets, with technology and scenario analysis serving as primary drivers for navigating the upcoming period of fiscal dominance and reserve currency trust deficits.
- Milken Institute38 min
Countering Warning Signs | Global Conference 2024
Josh Barro, Mark Lindbloom, Raymond McGuire, Asutosh Padhi, Seema Shah, Jeffrey Solomon, Ray McGuire
Panelists led by Jeffrey Solomon and Ray McGuire conclude that structural shifts such as deglobalization and domestic infrastructure spending will sustain a "higher for longer" rate environment with nominal yields stabilizing between 4.25% and 4.75%. While consumer spending remains bifurcated with resilient high-income earners and distressed lower-income households, the economy continues to absorb higher costs due to robust corporate balance sheets and productivity gains driven by technology. Ultimately, investors must recalibrate valuations to account for persistent inflation and tail risks, recognizing that the labor market serves as the primary indicator before a potential systemic downturn or prolonged expansion occurs.