Dimon Cockroaches Are Living in Risk Markets’ Heads

At the 2025 Bloomberg New Economy Forum in Singapore, leaders from the public and private sectors, including H.E. Helene Budliger Artieda, Merit E. Janow, David Li, and H.E. Prudence Sebahizi, discussed the complexities of global trade. They addressed challenges such as tariffs, protectionism, and the increasing influence of artificial intelligence on trade dynamics. The conversation, moderated by Bloomberg's Shery Ahn, highlighted the need for adaptive strategies in an evolving economic landscape.

James McGregor, Chairman of APCO Worldwide's Greater China division, stated that China holds a significant advantage in trade negotiations with the United States due to its strong investments in innovation and its dominance in global supply chains. McGregor shared these insights during an interview on 'Bloomberg: The China Show' at the Bloomberg New Economy Forum held in Singapore.

Goldman Sachs' John Waldron has indicated that inflation is expected to remain persistent, with predictions of layoffs in the U.S. occurring in 2026. This outlook reflects ongoing economic challenges as inflationary pressures continue to affect various sectors. Waldron's comments highlight concerns about the labor market and economic stability moving forward.

Davide Serra, CEO of Algebris Investments, warned at the Bloomberg New Economy Forum in Singapore that investors should reduce their allocations to leading technology companies. He expressed concerns about a potential significant correction in the market, particularly in the AI sector, suggesting that the current valuations may not be sustainable. Serra's remarks reflect a growing sentiment among investors regarding the volatility and risks associated with technology stocks.

Ravi Menon, Singapore's Ambassador for Climate Action, and Marc Rowan, CEO of Apollo Global Management, discussed structural changes in the financial system aimed at enhancing capital-flow efficiency and addressing the risk/return disparity across global markets. This conversation took place during the 2025 Bloomberg New Economy Forum in Singapore, moderated by Erik Schatzker.

Tom Orlik, Chief Economist at Bloomberg Economics, presented 'Three Cycles of Time: A Guide to the New World Disorder' at the 2025 Bloomberg New Economy Forum held in Singapore. The presentation focused on the evolving global economic landscape and the challenges posed by geopolitical tensions and market fluctuations. Orlik's insights aim to provide a framework for understanding the complexities of the current economic environment.

Temasek CEO Dilhan Pillay stated that US exceptionalism is currently secure due to various factors, including military strength and the status of the US dollar as a reserve currency. He made these remarks during the Bloomberg New Economy Forum held in Singapore.

Georges Elhedery, Group CEO of HSBC; Lim Chow Kiat, CEO of GIC; José Muñoz, President & CEO of Hyundai Motor Co.; and Lei Zhang, Chairman of Envision, discussed the impact of geostrategic priorities, technological advancements, supply chain constraints, and national-security imperatives on the macroeconomic landscape. This conversation took place at the 2025 Bloomberg New Economy Forum in Singapore, moderated by Francine Lacqua from Bloomberg.