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cover of episode Daybreak Weekend: US CPI, London Tech Summit, China Eco

Daybreak Weekend: US CPI, London Tech Summit, China Eco

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

Bloomberg Daybreak: US Edition
AI Deep Dive AI Chapters Transcript
People
C
Craig Trudell
E
ED HARRISON
Topics
Edward Harrison: 我认为，就业报告显示劳动力市场并未崩溃，因此美联储没有立即降息的压力。关键在于服务业通胀仍然较高，且关税导致商品通胀传递到市场。即将公布的五月份CPI和PPI数据可能已经反映了关税的影响，如果核心CPI高于预期，美联储可能会更不愿降息。目前与日本、欧盟和中国的贸易谈判前景不明朗，存在很大的不确定性，可能对通胀和经济产生影响。即使就业数据看似积极，但内部数据显示劳动力市场正在放缓，这增加了股市的下行风险。 Tom Busby: 感谢Edward Harrison对通胀数据和美联储政策的分析。

Deep Dive

Chapters
This chapter analyzes the May CPI and PPI reports, focusing on their potential impact on the Federal Reserve's interest rate decisions. The discussion includes an analysis of the May jobs report and the role of tariffs in inflation.
  • May jobs report showed 139,000 jobs added, ahead of expectations.
  • Unemployment rate remained at 4.2%.
  • Services inflation remains above target.
  • Tariffs are impacting inflation numbers.
  • Fed likely to remain on hold unless the economy shows a significant slowdown.

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 CPI and PPI data and Tesla’s Robotaxi launch.
  • In the UK – a look ahead to London’s Tech Summit.
  • In Asia – a look ahead to readings on Chinese exports, as well industrial production and retail sales.

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