We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Inflation back on the Fed radar and expected to rise

Inflation back on the Fed radar and expected to rise

2025/6/8
logo of podcast Wall Street Breakfast

Wall Street Breakfast
AI Deep Dive AI Chapters Transcript
People
C
Carson Group's Ryan Detrick
G
Goldman Sachs analyst Michael Ng
K
Kim Kahn
R
Rosenblatt Securities analyst Barton Crockett
S
SeekingOff's contributor Macrogirl
T
T.S. Lombard
W
Wells Fargo economists
Topics
Kim Kahn: 我认为通货膨胀再次成为美联储关注的焦点，因为最新的消费者价格指数显示通胀有所上升，同时就业市场表现强劲。预计五月份的整体CPI和核心CPI年率都会上升，这表明通胀压力可能正在积聚。 Wells Fargo economists: 我们认为五月份的CPI报告将测试四月份出现的关税迹象是否预示着未来通胀的影响，或者仅仅是月度波动。虽然预计五月份的CPI不会大幅增长，但我们预计下半年通胀会加速，这主要是由于更高的关税率。我们预计部分关税成本将被企业利润吸收，但随着高关税持续，企业将更难避免将成本转嫁给消费者。预计核心商品通胀的三个月年化率将在初秋达到4-5%的峰值。 T.S. Lombard: 我觉得美联储现在面临着就业和通胀反向变动的政策冲突。通常情况下，可以采取先发制人的措施，因为就业滞后于增长，而通胀滞后于就业。但现在情况不同寻常，特朗普的政策倾向于通胀，而拜登的财政扩张也推高了通胀和实际利率，即使招聘率较低，关税只会加剧拜登的影响。

Deep Dive

Shownotes Transcript

May’s CPI expected to show a rise in the headline and core annual rates. (0:17) Apple’s WWDC may be a dud). (1:57) Was the April low a good sign) for the market? (5:47)  Show Notes Earnings Calendar)Dividend Roundup)Episode transcripts: seekingalpha.com/wsb )Sign up for our daily newsletter here) and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions).