Rowan says regulators worldwide except China are favoring investors over banks, though not a sudden shift.
“But if you look at the trend with the exception of China everywhere in the world regulators are favoring investors over banks. That does not mean we're gonna see a sunshift.”
Rowan describes unprecedented simultaneous global infrastructure spending across US, Europe, and Middle East for AI, energy, and manufacturing.
“S, they want to do in Europe and they're not as well prepared to it and they're doing it in The Middle East and they're doing it elsewhere around the world.”