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cover of episode Daybreak Weekend: Nike Preview, TheCityUK, China Eco Survey

Daybreak Weekend: Nike Preview, TheCityUK, China Eco Survey

2025/6/20
logo of podcast Bloomberg Daybreak: Asia Edition

Bloomberg Daybreak: Asia Edition
AI Deep Dive AI Chapters Transcript
People
C
Caroline Hepker
E
Eric Zhu
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Julian Harris
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Karishma Vaswani
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Leo Kehnscherper
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Michael McKee
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Poonam Goyal
Topics
Michael McKee：根据华尔街的预测，五月份的个人消费支出价格指数（PCE）可能会略有上升，但实际情况可能会受到关税的影响。尽管如此，四月份的消费者收入在大幅增长后，五月份的增长幅度预计会很小，支出也同样。这表明消费者支出保持稳定，但并不十分乐观。目前通货膨胀受到控制，美联储对当前经济状况感到满意，暂时没有降息或加息的必要。然而，美联储官员对经济预测的信心不足，降息与否取决于未来数据。主席鲍威尔表示，可能要到九月份才能对经济走向有更清晰的判断。此外，美联储理事沃勒认为关税不会显著推高通胀，并暗示可能在七月降息，但他也承认委员会其他成员可能不会同意，因为他们掌握的数据不足。共和党可能会因为鲍威尔没有按照总统的要求降息而为难他，但鲍威尔会尽量避免谈论财政政策。

Deep Dive

Chapters
This chapter analyzes the upcoming US Personal Consumer Expenditure Price Index (PCE) data and Federal Reserve Chair Jerome Powell's testimony to Congress. Experts discuss expectations for inflation, potential rate cuts, and the impact of tariffs.
  • PCE is the Fed's preferred inflation measure.
  • Economists predict a slight increase in prices.
  • Powell's testimony will address monetary policy and potential rate cuts.
  • Uncertainty remains around the impact of tariffs on inflation.

Shownotes Transcript

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week.

  • In the US – a look ahead to U.S GDP and personal spending data and Nike earnings.
  • In the UK – a look ahead to TheCityUK's annual conference.
  • In Asia – a look ahead to Bloomberg’s China economic survey.-----------------------------------------------------------------Guests:-Michael McKee, Bloomberg International Economics and Policy Correspondent, to preview next week's U.S GDP/personal spending data.- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, to preview Nike earnings.           -Leo Kehnscherper, Bloomberg European Asset Management Reporter, looks ahead to TheCityUK's annual conference. -Julian Harris, UK Economics Editor, looks ahead to TheCityUK's annual conference. - Eric Zhu, China Economist for Bloomberg Economics, discusses Bloomberg’s China Economic Survey. -Karishma Vaswani, Bloomberg Opinion Columnist in Singapore, discusses her column: “US Rethink on Australia Subs Is China’s Win.”

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