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Intelligence for the New World Economy

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Intelligence for the New World Economy
Semafor World Economy
Steve Gelsi

Steve Gelsi

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US chipmaker onsemi hedged through rest of year amid helium supply disruption

Onsemi CEO Hassane El-Khoury said at Semafor World Economy that he is watching the supply disruptions from the Gulf closely, but his company is hedged through the of the year.
Hassane El-Khoury, On Semiconductor CEO, speaks at Semafor World Economy 2026.Annabelle Gordon/Semafor

Barclays CEO says he wishes the bank ‘had nothing to do’ with troubled Tricolor and MFS private-credit deals

The bankruptcies show how “client selection has always got to be the most important thing in banking,” C.S. Venkatakrishnan told Semafor World Economy.
Barclays Group Chief Executive C.S. Venkatakrishnan at Semafor World Economy 2026.Kris Tripplaar/Semafor

Capital markets suffer as US seen as ‘significant source of geopolitical risk’

Some investors are reconsidering their overexposure to American markets and the US dollar because they’re “recognizing that it’s not always going up, up, up,” the LSEG CEO said at Semafor World Economy.
PNC CEO Bill Demchak and London Stock Exchange Group CEO David Schwimmer at Semafor World Economy 2026Kris Tripplaar/Semafor

Seagate CEO sees ‘no limit’ to storage technology as streaming, AI beckon

Dave Mosley said at Semafor World Economy that storage technology will continue to advance, due to constant innovation.
Dave Mosley, Seagate CEO, at Semafor World Economy 2026.Lexi Critchett/Semafor

Deutsche Bank’s Alexander Wynaendts says Europeans must ‘work harder’ and allow mergers to succeed

The supervisory board chairman of Germany’s largest bank says Europe needs to be more productive to compete with the US and China.
Alexander Wynaendts of Deutsche Bank speaks during Semafor World Economy 2026Tasos Katopodis/Getty Images for Semafor

Tech dealmaker Orlando Bravo bullish on SaaS companies using AI

The head of one of the largest owners of enterprise software companies said at Semafor World Economy he’s seeing “incredible buying opportunities.”
Orlando BravoSemafor

Trump Kennedy Center will be ‘great living memorial’ to Kennedy again, former chairman Rubenstein says

Carlyle Group co-founder David Rubenstein told Semafor World Economy that he didn’t think the venue was in bad shape after the US president criticized its condition.

Occidental CEO says Middle East war would ‘end a lot sooner’ if NATO and Europe helped the US

The US “president is pulling every lever he can think of,” Occidental CEO Vicki Hollub said at Semafor World Economy.

FTX CEO says ‘massive wall’ of debt could take out regional banks

The exec steering the FTX cryptocurrency bankruptcy said at Semafor World Economy that regional banks could fail over private credit.

Xcel Energy CEO says US must scale up power infrastructure to meet AI challenge

“We need to build at a pace of generation and transmission that we haven’t seen in the past decade,” Bob Frenzel told Semafor World Economy.

Neuberger Berman CEO George Walker sees private credit jitters as ‘overdone’

Neuberger Berman CEO George H. Walker sees Blue Owl navigating through retail investor withdrawal requests.

Constellation CEO says US not ‘going to win’ race with China on building out energy for AI

Joe Dominguez said at Semafor World Economy that “NIMBYism” over AI data centers could threaten national security.

Global economy is in a ‘Road Runner moment,’ Lazard CEO says

Like COVID and tariffs, supply shocks from the Middle East conflict will take “a long time to feed through into prices,” Lazard CEO Peter Orszag said at Semafor World Economy.

TotalEnergies CEO warns of ‘serious supply issues’ if Iran war continues

TotalEnergies CEO Patrick Pouyanné said at Semafor World Economy that any solution over the Iran conflict “must absolutely preserve” the Strait of Hormuz opening.