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cover of episode All eyes on the inflation data

All eyes on the inflation data

2025/6/27
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Marketplace
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People
B
Barbara Kahn
B
Bob Goldberg
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Greg Ip
G
Gregory Daco
J
Jermaine LeVar King
K
Kate Davidson
M
Mark Lansdell
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Maziar Shadman
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Michelle Rozo
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Nike
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Roel van der Acker
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Sarah House
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Scott Markman
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Tim Cadogan
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Tim Opler
Topics
Kate Davidson: 作为彭博社的记者，我认为目前市场关注的焦点在于通货膨胀数据，尤其是关税对物价的影响。虽然我们看到进口商正在逐步将关税成本转嫁到家用电器和玩具等商品上，但服务业的价格压力并不明显。这可能反映出需求疲软，导致企业不敢轻易提价。因此，美联储面临的关键问题是，应该更关注通货膨胀还是经济放缓的风险。如果特朗普总统任命一位更倾向于降低利率的美联储主席，这可能会引发市场对美联储政策走向的猜测，但利率的最终决定权仍然掌握在整个委员会手中。 Greg Ip: 作为华尔街日报的记者，我更关注经济增长的数据，特别是第一季度的GDP和四五月份的消费支出。数据显示，消费者的支出意愿比之前预期的要弱，尤其是在低收入群体中，通货膨胀正在侵蚀他们的购买力，他们不得不动用储蓄。我认为这反映出整体经济增长正在放缓，虽然不一定是衰退的信号，但确实是一个警告。此外，我认为特朗普政府在贸易谈判中的截止日期并不严格，只要他们认为谈判进展顺利，就不会人为设置障碍。他们对不确定性的容忍度较高，只要股市没有大幅下跌，就会继续推进。

Deep Dive

Shownotes Transcript

It's been a big week for economic data, with key reports on GDP, PCE, retail sales and consumer sentiment numbers. Bloomberg's Kate Davidson and the Wall Street Journal's Greg Ip join “Marketplace” host Kai Ryssdal to discuss the data, what's happening with inflation and how much tariffs are feeding into prices. Also on the show: Disposable income dipped in May. What does this slowdown in income growth mean for the broader economy? Plus, a conversation with Tim Cadogan, CEO of GoFundMe, about the future of charitable giving.

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