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cover of episode Bloomberg Surveillance TV: June 24, 2025

Bloomberg Surveillance TV: June 24, 2025

2025/6/24
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Bloomberg Surveillance
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D
David Deptula
F
French Hill
I
Innes McFee
T
Torsten Slok
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Innes McFee: 我认为目前美元面临周期性压力，这主要受到关税、石油价格以及投资者对美国资产配置的重新评估的影响。尽管如此，美国在全球贸易体系中仍然占据着核心地位，因此我不认为美元会发生根本性的转变。财政政策的变化和宏观经济的波动性也对美元产生影响，特别是考虑到安全资产供应的增加。此外，美联储在通胀问题上的立场也至关重要，他们需要权衡经济增长放缓和通胀上升的风险，这使得未来的货币政策走向变得更加不确定。总的来说，市场对税收和贸易协议的进展保持观望态度，任何缺乏明确性的情况都可能导致美元进一步贬值。我个人认为，12月可能会降息，但7月会议可能会有不同意见，因为目前的数据还不足以促使委员会多数成员支持降息。

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  • Torsten Slok, Chief Economist at Apollo Management- David Deptula, Geopolitical Intelligence Group Member at Academy Securities and retired Lieutenant General- French Hill, Republican Congressman from Arkansas- Innes McFee, Chief Global Economist at Oxford Economics

Torsten Slok, Chief Economist at Apollo Management, joins to discuss the potential for a slowing economy in 2025 and possibility of interest rate cuts. David Deptula, Geopolitical Intelligence Group Member at Academy Securities and retired Lieutenant General, discusses the latest on the Israel-Iran conflict. French Hill, Republican Congressman from Arkansas, talks about economic priorities of Congress and how he hopes the Senate will pass the Big Beautiful Bill. Innes McFee, Chief Global Economist at Oxford Economics, talks about the outlook for US and global economies amid changing value in the dollar.

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