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cover of episode Who comes next?

Who comes next?

2025/6/26
logo of podcast Marketplace Morning Report

Marketplace Morning Report

AI Deep Dive AI Chapters Transcript
People
A
Ambra
B
Benjamin Uchert
B
Brian Reeling
D
Daniel Ackerman
D
David Brancaccio
D
Donald Trump
批评CHIPS Act,倡导使用关税而非补贴来促进美国国内芯片制造。
E
Elizabeth Braugh
I
Ian Ralby
J
Jonathan Gruber
J
Joshua Tallis
N
Nancy Marshall-Genzer
T
Tomer Renan
Topics
David Brancaccio: 特朗普总统经常公开批评美联储主席,这种行为直接影响了金融市场。我观察到,特朗普总统对美联储主席鲍威尔的攻击导致美元汇率下跌,这反映出市场对美国经济前景的担忧。然而,美元贬值也有其积极的一面,它可以降低美国出口商品的价格,从而提高其在国际市场上的竞争力。因此,特朗普政府的言论和政策对市场的影响是复杂且多方面的。 Nancy Marshall-Genzer: 我注意到特朗普总统对美联储主席鲍威尔的公开不满,他一直呼吁美联储立即降低利率。鲍威尔在本周的国会听证会上表示,美联储目前有能力等待,并希望观察特朗普总统的关税政策对经济的影响。我个人认为,鲍威尔的立场表明,即使面对来自总统的压力,美联储也在努力保持其独立性,并根据实际经济数据做出决策。 Donald Trump: 我认为鲍威尔实际上是个非常愚蠢的人,他的货币政策正在损害美国的经济利益。我强烈认为,为了促进经济增长,美联储应该立即降低利率。我正在考虑更换美联储主席,并已经缩小了候选人范围。 Brian Reeling: 考虑到鲍威尔不太可能获得连任,我认为他可能不会感受到来自政治言论的巨大压力。他可能会更加关注经济数据和美联储的长期目标,而不是屈服于短期的政治压力。我认为,鲍威尔的这种独立性对维护美联储的信誉至关重要。

Deep Dive

Chapters
President Trump's public criticism of Federal Reserve Chair Jerome Powell and speculation about a potential replacement are impacting financial markets. Powell's resistance to Trump's pressure for lower interest rates is analyzed, along with the effect on the U.S. dollar.
  • President Trump's criticism of Jerome Powell is impacting financial markets.
  • Powell's term ends next spring, making him less susceptible to Trump's pressure.
  • The U.S. dollar has weakened since Trump's attacks on Powell.

Shownotes Transcript

The Wall Street Journal is reporting that President Donald Trump is thinking about announcing his pick to replace Federal Reserve Chair Jerome Powell as soon as this fall, months before Powell’s term is over. Plus, the national price tag for health care is expected to reach more than 20% of GDP by 2033, even as Congress considers significant cuts to what taxpayers spend on health care for vulnerable Americans. And later, what is a "shadow fleet"?