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Fortune reports UBS’s chief economist thinks governments may turn to private sector wealth to fix exploding national debt.

Let that sink in.

Public spending goes up. Fiscal discipline goes down. And now the “solution” being floated is… your balance sheet?

Here’s the part I can’t get out of my head:

If governments start tapping private wealth to fill budget gaps, → Is this a warning sign for CFOs? → Or is it just fear-mongering dressed up as macro analysis?

We’ve seen this movie before; bailouts, “temporary” levies, emergency taxes that never die. But we’ve never had this level of debt + aging workforce + slower growth all at once.

So I need the experts here to weigh in:

Are we overreacting… or is this the first soft signal that private capital will be the next fiscal backstop?

What do you think... Economic reality check, or political suicide fantasy?

Job Gains Slow, Unemployment Likely to Hit 4.5 Percent Next Year

A new NABE survey suggests the labor market is finally cooling.

Forecasters expect a mild uptick in unemployment paired with inflation that stays annoyingly above target.

The majority also predict the Fed will trim borrowing costs next month.

Translation for CFOs: labor is getting cheaper, money is getting cheaper, pricing power is not.

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IRS Grants Temporary Relief Under “No Tax on Tips” Law

The IRS published transitional guidance making more workers temporarily eligible for exemptions tied to Trump’s no tax on tips policy.

The relief lasts until Jan 1 of the first full calendar year after the final rules land.

For hospitality, retail, and service

CFOs, this means immediate payroll recalibration and updated compliance logic before someone accidentally commits tax fraud because the IRS couldn’t finalize a PDF.

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Keurig Dr Pepper Swaps CFO Ahead of Split and JDE Peet’s Deal

Former Mattel and Campbell’s finance chief Anthony DiSilvestro is stepping in as the company prepares to divide itself into two separate entities.

When a company changes CFOs right before a major acquisition and structural split, that is never a coincidence.

Expect aggressive capital discipline, sharper reporting, and heavy integration modeling.

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Hasbro CFO Says AI Is Now “The First Course of Action” For Employees

CFO Gina Goetter says AI tools like ChatGPT are officially embedded into creative and operational workflows.

The toy maker is leaning into AI to speed ideation, reduce friction, and cut cycle times.

If Hasbro can use AI to build a better Play-Doh Barbie faster, your finance team can certainly use it to close the books without mass suffering.

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Private Assets Will Make Up Half of Industry Revenues by 2030

PwC says private markets will swallow revenue share across asset management over the next five years.

This shift reshapes risk profiles, fee structures, liquidity planning, and long range capital allocation.

If your company does not understand private capital’s influence on valuations and exits, now is the time.

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Powell Allies Open the Door for December Rate Cut

Behind the scenes, Fed officials are warming to a cut as inflation cools and job data softens.

A rate pivot would ease debt servicing pressure and reopen capital project conversations that CFOs shelved in Q2.

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Hassett Emerges as a Frontrunner for Trump’s Fed Chair

A potential leadership swap at the Fed introduces policy volatility for 2025.

Rate paths, inflation targets, and balance sheet discipline could look very different.

CFOs should keep scenario plans ready.

If you want to go from “reporting numbers” to actually fixing companies, there’s no better mentor.

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