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cover of episode Stocks Fall on Global Trade War Fears; Democrats to Block GOP Plan to Avert Shutdown

Stocks Fall on Global Trade War Fears; Democrats to Block GOP Plan to Avert Shutdown

2025/3/13
logo of podcast Bloomberg Daybreak: US Edition

Bloomberg Daybreak: US Edition

AI Deep Dive AI Chapters Transcript
People
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Bill Ferrys
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Chuck Schumer
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David Sowerby
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Donald Trump
批评CHIPS Act,倡导使用关税而非补贴来促进美国国内芯片制造。
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Ed Yardeni
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JPMorgan Chase
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Justin Teresi
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Nathan Hager
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Tom Homan
Topics
Donald Trump: 我认为欧盟多年来一直对美国非常糟糕,现在轮到我们采取行动了。欧盟的反制措施是不可接受的,我们将采取相应的回应。 Chuck Schumer: 共和党人没有足够的票数来通过避免政府停摆的支出法案。民主党将阻止该法案,并敦促共和党接受我们的方案,将拨款延长至4月11日,以便有更多时间进行两党谈判。 Ed Yardeni: 特朗普总统的关税增加了滞胀的风险。基于此,我下调了标普500指数的年底预测。 JPMorgan Chase: 我们认为美国股市调整的 worst 可能已经结束,信贷市场显示经济衰退的风险降低。 David Sowerby: 我认为现在是买入股票的好时机,因为市场情绪过度悲观。过去12次出现这种情况,11次市场都在12个月后上涨。 Justin Teresi: 联邦贸易委员会正在推进对微软的反垄断调查,这可能是对大型科技公司采取行动的开始。 Tom Homan: 获得签证或成为永久居民是一种特权,但必须遵守相关规定。 Bill Ferrys: 欧盟可能对美国采取高达260亿欧元的反制措施,目标可能包括美国标志性产品。4月2日是重要的日期,届时特朗普总统希望对所有对美国产品征收关税的国家实施对等关税。一些国家试图获得豁免,但特朗普政府基本上按照其威胁采取了行动。由于舒默表示民主党不会支持共和党,政府停摆的风险正在上升。如果支出法案未能通过,民主党提出的为期一个月的支出法案是备选方案,但如果该方案也未能通过,则很难避免政府停摆。

Deep Dive

Chapters
President Trump announced that the U.S. will retaliate against the European Union's countermeasures to his steel and aluminum tariffs, increasing the risk of a global trade war. The EU has announced levies on industrial and agricultural goods worth up to $28 billion, and Canada also imposed tariffs on U.S. products.
  • President Trump's announcement of a U.S. response to EU tariffs
  • EU's retaliatory tariffs on U.S. goods worth up to $28 billion
  • Canada's imposition of tariffs on U.S. products

Shownotes Transcript

On today's podcast:

  1. President Donald Trump said the US would respond to the European Union’s countermeasures against his new 25% tariffs on steel and aluminum, raising the risk of further escalation in his global trade war.

  2. Senate Democratic leader Chuck Schumer said his party would block a Republican spending bill to avert a government shutdown on Saturday and urged the GOP to accept a Democratic plan to provide funding through April 11 instead.

  3. The worst of the US equity correction may be over, with credit markets indicating a lower risk of recession, according to JPMorgan Chase & Co.

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