For the Juneteenth holiday weekend, we bring you a team favorite podcast. This episode first aired on May 29th, 2026.<br>The UK’s debt burden and weak growth are reviving fears that financial markets could once again destabilize British politics and policy. And, investors see data centers as long-term infrastructure, but neighbors worry about noise, water use, power demand and lasting costs. Plus, is Poland is one of the world’s fastest-growing economies, but it faces challenges to keep up its rapid rate of growth. Later, war in the Middle East and US tariffs are simultaneously tightening global aluminum supply and pushing prices sharply higher worldwide.<br>See omnystudio.com/listener for privacy information.

Team Favorite:  Britain’s Debt Problem, AI’s Local Burden, Poland’s Economic Boom, The Aluminum Shock

Wall Street Week

# Full Transcript

**Podcast:** Wall Street Week

## Participants

- **David Weston** (None)
- **John Authers** (Bloomberg)

## Transcript

Wall Street Week is brought to you by OTC Markets Group. OTC Markets' overnight platform for exchange-listed securities, Moon ATS, provides access to global securities in U.S. dollars from 8 p.m. to 4 a.m. Eastern, Sunday through Thursday. Learn more at otcmarkets.com slash moon. Moon ATS is operated by OTC Link LLC, a FINRA-registered broker-dealer, and is available only through participating broker-dealers.

The Big Take Podcast from Bloomberg News keeps you on top of the biggest stories of the day. My fellow Americans, this is Liberation Day. Stories that move markets. Chair Powell opened the door to this first interest rate cut. Impact politics. Change businesses. This is a really stunning development for the AI world and how you think about your bottom line.

Listen to The Big Take from Bloomberg News every weekday afternoon on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. Bloomberg Audio Studios. Podcasts. Radio. News.

This is Wall Street Week. I'm David Weston bringing you stories of capitalism. The data center frenzy is in full bloom, but the neighbors are restless. Is there a way for the rest of us to get the benefits from AI without compromising the interests of those who will be living next door? Plus, earlier we brought you the story of the brain drain from New Zealand. People and talent are flowing the other way for Poland.

It's one of the fastest growing economies around, driven in part by the best and brightest returning home. And we use it for everything from military equipment to packaged goods. Aluminum is ubiquitous. And now it's caught in between Trump tariffs and a war in Iran. But we start with the drama that is politics in the United Kingdom, as the fifth prime minister in eight years is planning to avoid yet another turnover at number 10. And the markets are keeping score.

How much say does the guilt market have in who gets to run the country? John Authers is Bloomberg's senior editor for markets. So, John, there's a lot of political upheaval drama playing out in the United Kingdom right now. At the same time, bonds are selling off, guilts. Yes. The yields have gone up. Is there a connection between the two and if so, what? Yes, there's certainly a connection, which is that Britain has even more than where we are here in the US.

The rest of the Western world, it has a fiscal problem. We don't have much headroom left to spend money in the UK. Any sign of concern about political instability will, in its own right, worry bond markets. And specifically at the moment, because Keir Starmer is in a lot of political trouble, any challenger, even those who you could argue are to his political right,

will want to do something to show they've made a difference once they take over from him. And that's going to involve spending some more money on something. That's goi...

Team Favorite: Britain’s Debt Problem, AI’s Local Burden, Poland’s Economic Boom, The Aluminum Shock

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
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Team Favorite: Britain’s Debt Problem, AI’s Local Burden, Poland’s Economic Boom, The Aluminum Shock

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.