Events
Newsletters
Home
politics
business
technology
net zero
gulf
africa
security
media
The CEO Signal
Events
Newsletters
Podcast
About
Speakers Bureau
Careers
Privacy
© 2025 Semafor Inc.
Home
politics
business
technology
net zero
gulf
africa
security
media
The CEO Signal
Events
Newsletters
Podcast
About
Speakers Bureau
Careers
Privacy
© 2025 Semafor Inc.
D.C.
BXL
Lagos
Riyadh
Beijing
SG
Events
Newsletters
D.C.
BXL
Lagos
Riyadh
Beijing
SG
Intelligent
Transparent
Global
Home
politics
business
technology
net zero
gulf
africa
security
media
The CEO Signal
Events
Newsletters
Podcast
About
Speakers Bureau
Careers
Privacy
© 2025 Semafor Inc.
Home
politics
business
technology
net zero
gulf
africa
security
media
The CEO Signal
Semafor business
🟡 Semafor Business: Big man on campus
In this edition, the White House begins its multi-phased attack on university funding, and boardroom boogeyman Robby Starbuck formally takes on corporate DEI.
→
Sign up for Semafor Business:
The stories (& the scoops) from Wall Street.
Email address
Sign Up
Gulf delegations join global business leaders for IMF and World Bank spring meetings amid economic turmoil
The stock market rout and trade tensions are dampening the mood. The IMF downgraded its global growth forecast for the year, while the WTO expects goods trade to grow just 0.2%.
Leah Millis/Reuters
China’s trade war playbook is coming into focus
Beijing’s strategy is evolving: In recent days, China has wielded non-tariff weapons to put pressure on American companies specifically.
Tingshu Wang/Reuters
‘You’ve got to test and learn on AI’: 4 questions for Publicis Sapient’s Nigel Vaz
The digital consulting CEO says the wait-and-see approach holds back companies from innovation.
Publicis Sapient
‘Focus on what we can control’: Otis CEO Judy Marks on finding growth during uncertainty
The former engineer is overhauling the world’s largest elevator group to withstand tariffs, a China slowdown, and its industry’s biggest change in 170 years.
Zhang Xiangyi/China News Service/VCG
Activist seeks CEO change at Hewlett Packard Enterprise
The $20 billion server-maker has struggled to gain investor approval and market share under CEO Antonio Neri.
Brendan McDermid/File Photo/Reuters
Activist Robby Starbuck plans lobbying arm to make the anti-DEI revolution stick
Corporate America’s most potent adversary is planning a lobbying group for “long-term corporate oversight” of companies’ diversity policies “to ensure that this never happens again.”
Brett Carlsen/Getty Images
White House plans to target university investments
White House officials plan to examine university endowment efforts as part of a multi-front pressure campaign on elite colleges.
Trump says tariffs will boost US manufacturers, but many are not so sure
Businesses with large production footprints in the US are increasingly warning of budget cuts and layoffs.
Watch: Semafor’s World Economy Summit Spring 2025
Welcome to the virtual broadcast of the World Economy Summit 2025 — twelve sessions over three days dedicated to advancing dialogues that catalyze global growth and fortify resilience in an uncertain, shifting global economy.
Analysis: A stocks rout became a bonds rout. Is private credit next?
President Donald Trump’s tariff shock moved from the stock market to the bond market. The question now is whether it stays there.
Universities have a problem that isn’t Donald Trump — their own investments
Elite institutions made big private equity bets in simpler times, but now face a potential cash crunch thanks to the Trump administration’s threats.
Fed resists pressure to rescue Treasury market
The White House wants the Federal Reserve to let banks load up on Treasury bonds, a move that could steady an unnerved market for US debt. But the Fed isn’t in a hurry.
Lighthizer expects Japan to link tariffs, steel deal
Trump’s first-term trade czar, who remains influential on tariff policy, told a Wall Street investor crowd that Japan is a “great” partner.
How Bloomberg — and ‘Bloomberg’ — drove markets and headlines
The finance data and media company has tried fruitlessly to find the owner of the “Walter Bloomberg” account, which coasts off Bloomberg’s name for clicks. But in 2025, someone like “Walter” can shake Wall Street.
Middle East investors maintain private equity allocations
The long-term asset class is showing resilience in 2025 with investors saying they plan to maintain or only modestly adjust their allocations.
‘Let the bad news travel as fast as the good news’: 5 questions for Elanco Animal Health’s Jeff Simmons
He sees growth coming from AI-powered innovation, the world’s growing love of dogs, and the Make America Healthy Again agenda.
‘Our stuff works and it saves money’: How Booz Allen is racing to escape the wrath of DOGE
The argument from CEO Horacio Rozanski: What DOGE sees as the problem can be its solution.
US inflation slows in March, but tariffs likely to raise prices
The consumer price index was lower than expected in March, but analysts say Donald Trump’s tariffs are set to raise inflation.