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cover of episode Consumers couldn't turn frowns upside-down for long

Consumers couldn't turn frowns upside-down for long

2025/6/24
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Bill Adams
C
Chris Brummer
C
Corey Frayer
E
Eric Mace
G
Gao Shengqi
H
Huang Yanhan
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Jay Powell
J
John Jastrzewski
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Juan Vargas
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Kai Risdahl
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Kayla Bruhn
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Kayla Brune
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Matt Wright
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Miao Jiahao
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Nathan McKee
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Rory Satchin
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Samir Samana
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Summer Merzinger
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Tim DeNoyer
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Trevor Ivey
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Tuan Nguyen
Topics
Samir Samana: 我认为目前油价与以色列袭击前基本持平,这表明市场参与者普遍认为伊朗不会封锁霍尔木兹海峡。这种市场预期直接影响了石油价格的稳定。 Matt Wright: 我认为石油运输成本的波动性通常远大于石油本身的价格波动。近期油轮运输价格的大幅上涨,部分原因是由于提前预定的石油提货取消,导致需要安排额外的船只来弥补,从而推高了运输成本。 Tim DeNoyer: 我认为尽管全球石油供应的风险可能有所降低,但波斯湾地区任何一艘船只面临的风险仍然很高,例如可能被扣押或袭击。市场可能需要一段时间才能充分重新评估这些潜在风险,这也会影响运输成本和保险费用。

Deep Dive

Shownotes Transcript

The Conference Board’s consumer confidence index dropped in June. That’s after a brief reprive in May from a monthslong downward slide. Uncertainty surrounding the job market, tariffs, that GOP tax bill, trouble in the Middle East — what’s not to be glum about? In this episode, we explain what could shift the mood. Plus: Soon-to-be college grads in China prepare for an unwelcoming job market, oil shipping prices grow even as oil prices fall, and Congress considers a new way to regulate crypto.

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