We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Global Stocks Recoup Tariff Losses; President Trump Visits Saudi Arabia

Global Stocks Recoup Tariff Losses; President Trump Visits Saudi Arabia

2025/5/13
logo of podcast Bloomberg Daybreak: US Edition

Bloomberg Daybreak: US Edition
AI Deep Dive Transcript
People
A
Amy Morris
B
Bill Ferrys
C
Caroline Freund
G
Gina Cervetti
J
John Tucker
K
Ken Griffin
M
Michael Barr
M
Michael McKee
M
Mike Lawler
N
Nathan Hager
P
President Trump
S
Scott Besant
S
Scott Besson
X
Xi Jinping
Topics
Nathan Hager: 全球股市已经收复了上个月特朗普总统宣布关税政策后的损失，这表明市场对美中贸易紧张局势的缓和持乐观态度。美国和中国同意在90天内取消对彼此的三位数关税，这是一个积极的信号，预示着双方关系的可能改善。 John Tucker: 美中同意在90天内取消关税，这为双方提供了一个谈判和解决贸易争端的机会。然而，美国旅游业可能面临糟糕的一年，这部分归因于本届政府的“美国优先”政策，这可能会对国际关系产生影响。 President Trump: 我认为美中关系已经完全重置，我们不想伤害中国，因为中国过去受损严重。我的目标是建立一个互利的贸易关系，而不是损害任何一方的利益。 Caroline Freund: 我认为由于各自不同的原因，美中之间的贸易战对两国来说都是不可持续的。美国需要从中国进口很多东西，而中国需要制造和销售产品，美国是一个巨大的市场。因此，双方都有强烈的动机达成协议。 Ken Griffin: 我认为美国财政部长与中国领导人达成共识是一个重要的时刻，这表明我们已经打开了谈判的大门。我相信美中双方都希望找到共同点，以解决贸易争端。 Bill Ferrys: 我认为中国似乎已经满足了很多关键需求。特朗普政府官员曾表示，中国无法承受坚持下去的代价，他们比美国更需要美国市场。但最终，双方都感到了一些经济上的痛苦，周末的结果似乎是，我们回到了3月底、4月初美国30%关税和中国较低10%关税的状态。中国从未完全接受最初的贸易协议，该协议要求他们购买2000亿美元的美国商品。

Deep Dive

Shownotes Transcript

On today's podcast:

 1) The Wall Street stocks rally is set to pause due to concerns about inflation and economic growth, with US futures pointing to a decline. Investors are taking a breather after the 90-day tariff cool-off between the US and China, and will be looking for clues on the trajectory of Federal Reserve interest rates in the US inflation print.

  1. President Donald Trump is in Saudi Arabia on his first major overseas trip since taking office. He was welcomed on the tarmac by Crown Prince Mohammed bin Salman in a sign of their warm ties. Treasury Secretary Scott Bessent is also in Riyadh where he told an investment forum he’s upbeat on trade talks with nations in Asia and that progress with Europe will be slower.

  2. US Treasury Secretary Scott Bessent said the European Union has a "collective action problem" that's hampering trade negotiations with the US. Bessent downplayed the possibility of a quick agreement with the EU, citing differences among member states such as Italy and France.

See omnystudio.com/listener) for privacy information.