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cover of episode Not-so-bad news is the new good news

Not-so-bad news is the new good news

2025/5/13
logo of podcast Unhedged

Unhedged
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People
A
Aiden Reiter
经济分析师和评论家，专注于税收政策、贸易政策和移民政策等领域的分析。
R
Rob Armstrong
Topics
Rob Armstrong: 我认为当前中美关税的调整，虽然有所缓和，但市场可能过于乐观。市场似乎预期特朗普政府会进一步降低关税，但这种预期可能存在风险。我担心的是，市场是否充分考虑了关税对公司和全球经济造成的实际损害。尽管如此，我认为如果中国能够采取明智的策略，通过一些让步使特朗普宣称胜利，那么关税可能会进一步降低。 Aiden Reiter: 我认为特朗普政府在关税问题上常常表现出动摇，市场已经对此有所预期。虽然关税有所降低，但30%的关税仍然很高。中国经济也面临挑战，这促使双方都有意愿回到谈判桌前。我认为市场可能过于乐观地解读了关税调整的积极影响，而忽视了潜在的风险。此外，我认为美国和中国的经济数据喜忧参半，整体经济形势并不明朗。

Deep Dive

Shownotes Transcript

Lower-than-expected inflation and the start of negotiations with China seemed to help stocks on Monday. But the dollar remained uncharacteristically weak. Today on the show, Rob Armstrong and Aiden Reiter ask if America is feeling good, or just relieved to be alive. Also they short gold and go long pope memes.

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