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cover of episode Shipping costs are up. Thank Trump's seesawing trade policy.

Shipping costs are up. Thank Trump's seesawing trade policy.

2025/6/13
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Marketplace
AI Deep Dive AI Chapters Transcript
People
B
Betsy Mayotte
C
Catherine Rappel
C
Charlie Phillips
D
David Gurr
J
Jackie Roach
J
Jesse Petrie
M
Mark Frischer
M
Megan Schoenberger
S
Simon Heaney
Topics
Catherine Rappel：我认为现在的情况还算不错，因为关税政策被延迟和撤回，这对消费者来说是个好消息。但是，未来几个月的情况并不明朗，因为我们不清楚贸易谈判的走向。特朗普政府宣布将对钢铁制成的电器征收50%的关税，这可能会在下个月的消费价格中有所体现。总而言之，关税政策的不确定性给市场带来了很多不确定因素。 David Gurr：我赞同Catherine的观点，关税的暂停和降低，以及公司提前增加库存以应对关税，使得市场情绪和调查数据反映了焦虑和担忧，但硬数据尚未完全反映出来。投资者正在将资金转移到美国境外，因为他们感到广泛的政策不确定性。美国债务不像过去那样可靠，将资金投入美国国债并不安全，这与贸易和美国的赤字处理方式有关。全球秩序正在逐渐瓦解，这与不确定性和对未来走向的担忧有关。此外，总统可能会任命一位“影子”美联储主席，如果这个人对未来的政策发表意见，可能会对投资者和世界对经济的看法产生巨大影响。

Deep Dive

Chapters
This chapter analyzes the impact of the Middle East crisis and the US trade policy on the global economy. It discusses the rise in oil prices, the unexpected behavior of the US dollar and bonds as safe haven assets, and the increasing uncertainty about the future of the global economic order.
  • Rise in oil prices due to the Middle East crisis
  • US dollar and bonds did not perform as expected safe haven assets
  • Growing uncertainty about the future of the global economic order

Shownotes Transcript

When President Trump slapped sky-high tariffs on goods from China, exporters rerouted ships elsewhere. Now that those tariffs are on pause, shipping costs aren’t magically coming down — the cargo is spread all over the world. In this episode, we explain this unintended effect of Trump’s inconsistent trade policy. Plus: One woman makes it her mission to provide free student loan advice, Georgia shrimpers struggle to compete with foreign suppliers, and a florist navigates price changes.

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