WNBA franchises are a slam dunk in this iffy economy
2025/5/23
Marketplace
A
Amara Amokwe
A
Ashlyn Francos
D
Dean Baker
E
Eloy Quispe
E
Eric Bauer
F
Fanta Av
J
Jess Smith
J
Joanna Schwartz
J
Jordan Holman
专注于报道美国企业界的工作模式、管理和多样性变化的商业记者。
M
Madeline Zavodny
R
Rima Grace
S
Santos Manfredi
Amara Amokwe: 作为美联储的决策者，我认为目前应该按兵不动，因为特朗普总统的经济政策，尤其是关税，带来了巨大的不确定性。我们一直在等待和观望，因为在关税走向不明朗的情况下调整利率是不明智的。短期内，我们可能不会降息，我们需要更清楚地了解关税的最终走向，才能做出调整。此外，投资者对美国不断增长的赤字和债务问题感到担忧，贸易政策的不确定性可能导致经济增长放缓。这些不确定性对企业不利，影响它们的投资和招聘决策，进而阻碍经济增长。虽然硬数据目前表现良好，支持我们维持观望的立场，但我们也关注消费者情绪的恶化和通胀预期的上升，因为这可能影响我们控制通胀的能力。
Jordan Holman: 作为零售业的观察者，我发现零售商们在应对关税问题时，都强调涨价是最后的手段，他们会尝试改变供应链，减少从中国的进口比例，以降低对投资者的风险。然而，消费者现在很困惑，因为零售商对于是否涨价以及涨价幅度不够直接。这种不确定性让消费者难以做出购买决策。
Deep Dive
The Federal Reserve is adopting a wait-and-see approach to interest rates due to immense uncertainty surrounding President Trump's economic policies, particularly tariffs. While hard economic data remains stable, the Fed is monitoring soft data like consumer sentiment and inflation expectations, which show increasing concern. The interplay between these factors makes it difficult to predict when the hard and soft data will align.
- The Fed is on hold due to uncertainty around tariffs and economic policies.
- Hard economic data is stable, but soft data (consumer sentiment, inflation expectations) is worsening.
- Uncertainty is impacting business investment and hiring decisions.
Shownotes Transcript