We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Daybreak Weekend: Nike Preview, TheCityUK, China Eco Survey

Daybreak Weekend: Nike Preview, TheCityUK, China Eco Survey

2025/6/20
logo of podcast Bloomberg Daybreak: US Edition

Bloomberg Daybreak: US Edition
AI Deep Dive AI Chapters Transcript
People
C
Caroline Hepker
E
Eric Zhu
J
Julian Harris
K
Karishma Vaswani
L
Leo Kensherpa
M
Michael McKee
P
Poonam Goyal
Topics
Michael McKee：华尔街预计PCE价格指数将小幅上升，但实际情况尚不明确，因为CPI和PPI数据较为温和。消费者保持观望态度，支出增长不大，通货膨胀目前受到控制，美联储目前对经济状况感到满意，没有立即降息或加息的需求。美联储的预测缺乏足够的确定性，他们可能需要根据经济情况调整降息次数。共和党可能会因为鲍威尔没有按照总统的要求降息而为难他，关注点将集中在货币政策上。鲍威尔将尽可能避免评论财政政策，并将关注货币政策。鲍威尔表示一切都取决于数据，可能要到9月份才能对经济走向有更清晰的了解。Christopher Waller一直是委员会中的鸽派，他认为关税只会导致一次性价格上涨，不会持续引发通货膨胀。Christopher Waller认为7月降息是可能的，但他不认为委员会的其他成员会同意，因为他们掌握的数据还不够。

Deep Dive

Chapters
This chapter analyzes the upcoming release of the Personal Consumption Expenditures (PCE) price index and the testimony of Federal Reserve Chair Jerome Powell to Congress. The discussion covers expected inflation numbers, potential rate cuts, and the influence of tariffs on economic forecasts.
  • PCE price index expected to rise slightly in May
  • Fed Chair Powell to testify to Congress on Tuesday and Wednesday
  • Uncertainty among Fed members regarding economic forecasts
  • Potential for interest rate cuts, but lack of firm conviction among Fed members

Shownotes Transcript

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week.

  • In the US – a look ahead to U.S GDP and personal spending data and Nike earnings.
  • In the UK – a look ahead to TheCityUK's annual conference.
  • In Asia – a look ahead to Bloomberg’s China economic survey.-----------------------------------------------------------------Guests:-Michael McKee, Bloomberg International Economics and Policy Correspondent, to preview next week's U.S GDP/personal spending data.- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, to preview Nike earnings.           -Leo Kehnscherper, Bloomberg European Asset Management Reporter, looks ahead to TheCityUK's annual conference. -Julian Harris, UK Economics Editor, looks ahead to TheCityUK's annual conference. - Eric Zhu, China Economist for Bloomberg Economics, discusses Bloomberg’s China Economic Survey. -Karishma Vaswani, Bloomberg Opinion Columnist in Singapore, discusses her column: “US Rethink on Australia Subs Is China’s Win.”

See omnystudio.com/listener) for privacy information.