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cover of episode Markets Rally On US-China Deal & Big Pharma Grapples with Price Cuts?

Markets Rally On US-China Deal & Big Pharma Grapples with Price Cuts?

2025/5/13
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Morning Brew Daily
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N
Neal Freiman
T
Toby Howell
播客主持人，专注于新闻分析和评论
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Neal Freiman: 昨天华尔街迎来“五月圣诞”，美中宣布贸易战重大降级。美国将对华关税从145%降至30%，中国也将对美关税从125%降至10%。这一举措刺激了股市，标准普尔500指数上涨超过3%，纳斯达克进入牛市，道琼斯指数上涨1100点。然而，由于海运特殊性，即使关税降低，商品价格仍可能因运输需求激增而上涨。零售商仍需支付30%的关税和更高的运费。 Toby Howell: 中国对贸易协议感到高兴，认为这是习近平主席的重大胜利。尽管贸易关系缓和，但美国对中国商品的关税仍然很高，是特朗普上任前的八倍。虽然贸易谈判的结果好于最坏的情况，但目前的情况仍然是可以控制的。此前特朗普暗示可能实施80%的关税，所以30%的关税被认为是好消息。由于之前滞留的集装箱将被运往美国，运费可能会上涨，进而导致商品价格上涨。

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Shownotes Transcript

Episode 581: Neal and Toby recap the aftermath of the US-China trade deal that essentially de-escalates the tariff volley between each superpower. Then, Trump vows to slash drug prices for Americans, which has Pharma companies worried about their bottomline. Also, the President takes his first foreign trip of the second term to the Gulf states to close some deals…hopefully. Meanwhile, Toby dives into the trend of remote workers getting their ish done but maybe at a cost to mental health?

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00:00 - AMC 50% off on Wednesdays 

03:10 - Markets React to China-US Deal 

07:10 - American Drug Prices Drop?

12:10 - Trump Visit into the Gulf  

17:45 - Remote Employees Are Stressed 

21:00 - Headlines

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