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cover of episode Trump Wins Tariff Reprieve as Trade Agenda Faces Roll Back

Trump Wins Tariff Reprieve as Trade Agenda Faces Roll Back

2025/5/30
logo of podcast Bloomberg Daybreak: Asia Edition

Bloomberg Daybreak: Asia Edition
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People
D
Doug Krisner
M
Mary Nicola
S
Scott Ladner
20多年专业交易和投资经验，现任Horizon Investments投资管理部门负责人和投资委员会主席。
Topics
Doug Krisner: 作为主持人，我观察到特朗普的关税政策面临法律挑战，尽管上诉法院暂时叫停了之前的裁决，但政策的不确定性依然存在。数据显示，关税已经对美国经济产生负面影响，例如第一季度GDP的下修。此外，特朗普政府试图通过向美联储施压来降低利率，以应对贸易战带来的经济压力。 Mary Nicola: 作为市场策略师，我认为关税政策增加了市场的不确定性，并可能导致美元走弱。中国总是从自身利益出发，采取长远策略，并且其他国家可能会效仿美国对华关税政策。日本的通胀数据强劲，可能迫使日本央行采取行动。特朗普政府希望通过促使美联储降息来削弱美元，而政策的不确定性已经导致美元走弱。如果劳动力市场出现裂缝或通胀数据疲软，美联储可能会考虑降息。 Scott Ladner: 作为首席投资官，我认为软数据和硬数据之间存在分歧，前者显示消费者对经济和通胀感到不满，而后者依然强劲。这种分歧可能与人们因投票而产生的政治化情绪有关。关税前景及其对短期通胀和中期增长的影响，确实会抑制人们对就业前景、收入前景和整体经济的乐观情绪。美联储对最终的经济政策走向感到困惑，因此在形势明朗之前不会急于行动。我们看好美国以外的市场，这在很大程度上与美元走势有关。中国需要拥抱私营部门，才能在人工智能竞赛和技术竞赛中胜过世界其他国家。

Deep Dive

Chapters
A federal appeals court temporarily blocked a ruling that deemed President Trump's tariffs illegal, creating policy uncertainty and potentially impacting trade negotiations with China and other Asian countries. The decision adds fuel to market uncertainty as the legal battle continues.
  • Federal appeals court temporarily stayed a ruling against Trump's tariffs.
  • The tariffs remain in place for now.
  • The decision adds to policy uncertainty.
  • Trade negotiations with China and other Asian countries are impacted.

Shownotes Transcript

A federal appeals court offered President Donald Trump a temporary reprieve from a ruling threatening to throw out the bulk of his sweeping tariff agenda, giving at least some hope to a White House now facing substantial new restrictions on its effort to rewrite the global trading order. Meantime, Asian shares and US stock futures declined as uncertainties around President Trump’s tariffs whipsawed the markets. For more, we spoke to Mary Nicola, Bloomberg MLIV Strategist. Plus - the US equity market advanced as it grappled with several forces such as solid guidance from Nvidia, legal uncertainty around President Trump's trade war and questions about monetary policy. That is after the fact President Trump pushed Federal Reserve Chair Jerome Powell to lower interest rates. We speak to Scott Ladner, Chief Investment Officer at Horizon Investments.

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