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cover of episode Equity Optimism on Shutdown Talks; US Tightens Russia Sanctions

Equity Optimism on Shutdown Talks; US Tightens Russia Sanctions

2025/3/14
logo of podcast Bloomberg Daybreak: US Edition

Bloomberg Daybreak: US Edition
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People
C
Christine Lagarde
H
Howard Lutnick
L
Lauren Goodwin
T
Terry Haynes
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William Dudley
Topics
Stephen Carroll和Karen Moscow：参议院民主党领袖舒默选择不阻止共和党提出的支出法案，降低了政府停摆的风险，导致股市上涨。但政府停摆仍存在可能性，停摆会加速特朗普和马斯克对政府服务的破坏。 Lauren Goodwin：近几周市场波动源于政策不确定性，而非经济基本面。 Steven Mnuchin：市场调整是科技支出过大导致的自然调整，部分原因是市场对关税影响的担忧。 Howard Lutnick：特朗普总统认为欧盟的关税具有侮辱性，目标是钢铁和铝关税。 Christine Lagarde：全面的贸易战将对全球经济增长和物价造成严重后果，尤其会影响美国和欧洲，甚至可能导致欧洲经济衰退。 William Dudley：如果关税损害经济，美联储可能不会干预，因为关税对增长和通货膨胀都有负面影响，这使得美联储进退两难。 Terry Haynes：虽然政府停摆风险未完全消除，但舒默的让步是积极信号。民主党内部存在分歧，舒默的决定并非体现团结。美欧之间将持续关税报复，但最终目标是取消关税壁垒。特朗普政府的贸易策略背后存在地缘政治战略，旨在增强美国经济实力和国防能力。 Stephen Carroll和Karen Moscow：尽管美国正在与普京进行和平谈判，但美国已经收紧了对俄罗斯的制裁，限制了能源支付。

Deep Dive

Shownotes Transcript

On today's podcast:

  1. Part of the equity optimism comes on signs the US will avert a government shutdown. Senate Democratic leader Chuck Schumer opted not to block the Republican bill, avoiding a government shutdown.

  2. The US quietly tightens sanctions on Russia as it seeks a ceasefire deal. The Trump administration let a license covering payments for energy to a handful of Russian banks expire, making it difficult for foreign oil refineries, traders, and buyers of Russian gas to pay Russia in dollars or other Western currencies.

  3. President Trump's trade war continues to impact global markets. Companies worldwide are planning for the worst as President Trump's tariffs create uncertainty, with some setting up "tariff task forces" to mitigate the impact on sales, profits, and market shares.

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