cover of episode What we're expecting

What we're expecting

2025/5/8
logo of podcast Marketplace

Marketplace
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People
B
Benjamin Page
C
Catherine Ann Edwards
C
Celeste Carruthers
C
Christopher Salmon
D
Dan Hamilton
D
Daniel Ackerman
D
Daniel Hoffman
E
Eric Golson
G
Gary Hoffbauer
G
Gary Schlossberg
G
Gerald Cohen
J
Justin Wolfers
M
Michael McIntyre
P
Pavlina Chernova
S
Samantha Fields
S
Sue Monaghan
T
Ted Rossman
T
Tony Tochterman
Topics
Christopher Salmon: 我认为今天达成的协议对英国汽车制造商来说是个好消息，关税降低了，但我们还需要看到更多积极的变化。虽然关税有所下降，但10%的基准关税仍然存在，许多细节有待商榷，所以说这是‘解脱’而非‘欣喜’更为贴切。 Eric Golson: 美国牛肉进入英国市场存在障碍，因为英国有非常严格的食品安全法律法规，例如禁止转基因生物和用氯水清洗鸡肉。这使得美国牛肉难以符合英国的标准。 Dan Hamilton: 美英贸易关系中，服务贸易比商品贸易更为重要，但目前的协议中却没有提及服务贸易，这让我感到有些失望。 Gary Hoffbauer: 我认为这项协议更像是一个预告，而非一个实质性的协议。它最大的意义在于，它标志着特朗普政府极端关税政策的某种转变，这对于市场来说是一个积极的信号，即使协议本身可能不够完善或详细。

Deep Dive

Shownotes Transcript

The latest consumer expectations report is out and Americans are feeling much worse about their own personal financial situations than they were in March. Their inflation expectations though, haven’t budged much. In this episode, we look at why that might be — and whether these surveys correlate to economic reality. Plus: tariffs dampen hobby splurgers’ spirits, labor productivity drops and we nibble on the U.S.-U.K. trade deal.