Japan is well positioned for the industrial renaissance, says Apollo’s Eiji Ueda. On “Wall Street Week,” we examine whether the renaissance of Japan’s capital markets can power a long-awaited economic revival https://bloom.bg/4au8cmN

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Cuba’s economy is under severe pressure from tightening US sanctions, shrinking tourism and the loss of past economic lifelines from the Soviet Union and Venezuela. Cuban lawmakers have passed 176 free-market reforms aimed at expanding foreign and private investment, decentralizing the economy and liberalizing sectors including tourism, banking, property and agriculture. But economists and Cuban-American investors say Havana faces a credibility problem: the government has promised reform before, and it remains unclear whether it will truly reduce state control or simply buy time. Tourism could be an early opportunity if sanctions ease, but investors say Cuba will need legal, political and institutional change before capital returns at scale.
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Michael Allen, managing director of Beacon Global Strategies and a former national security aide to President George W. Bush, said Iranians feel they have “a lot of new leverage” they didn’t have before the US and Israel launched strikes as Iran’s government looks to rebuild its influence in the region. Allen also discussed President Trump’s decision to pull back on military exercises with South Korea, saying he doesn’t know what South Korea has done to deserve a chilling in US-South Korea relations.
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BlackRock’s Rick Rieder says the latest CPI report gave markets reason to celebrate, but inflation remains above the Fed’s 2% target. He argues the economy is now “in the ballpark” and that raising overnight rates may not be the most effective way to bring inflation lower. The bigger issue for markets may be the long end of the yield curve, where fiscal deficits, heavy treasury issuance and AI-related financing push real rates higher.
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RealMan Robotics Director of Overseas Solutions Kenneth Ren discusses the company’s school, where robots are taught human tasks. He speaks with David Ingles and Yvonne Man on “Bloomberg: The China Show.”
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