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Daybreak Weekend: Tech Earnings, UK Elections, China PMI Preview
2025/4/25
Bloomberg Daybreak: US Edition
C
Caroline Hepker
C
Chang Shu
M
Mandeep Singh
M
Megan Green
M
Michael McKee
R
Rosa Prince
T
Tom Busby
Tom Busby: 本周五将公布四月份的非农就业报告，这将对美联储未来的政策走向产生影响。
Michael McKee: 预计四月份的招聘人数将有所下降，但由于关税和整体经济的不确定性，我们很难准确预测具体的数字。目前劳动力市场依然保持韧性，但关税的不确定性可能会持续影响就业。关税就像一种税收，它可能会导致招聘放缓，物价上涨，以及消费者支出减少。关税的破坏性程度取决于其规模，以及企业和消费者对关税的心理反应。
Deep Dive
This chapter analyzes the upcoming April jobs report, focusing on the expected slowing of hiring and the uncertainty surrounding the impact of tariffs and economic news on companies' hiring decisions. Experts discuss the resilience of the labor market and the potential impact of tariffs on unemployment.
- Expected slowing in hiring due to uncertainty about tariffs and the economy.
- Beige Book mentioned 'uncertainty' 80 times, indicating companies are hesitant to lay off workers but may do so if tariffs negatively impact business.
- Unemployment rate expected to remain at 4.2%.
- Full impact of tariffs unclear until July 1st due to a 90-day hold.
- Companies are reluctant to lay off workers due to difficulties in hiring post-pandemic.
- Consumer sentiment decline and reduced spending by consumers and businesses.
- Tariffs are considered a tax, potentially leading to slower hiring and higher prices.
Shownotes Transcript