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cover of episode Apollo Global Management President Jim Zelter Talks U.S. Deficit

Apollo Global Management President Jim Zelter Talks U.S. Deficit

2025/6/26
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Jim Zelter: 我认为特朗普总统已经赢了，他对美联储主席人选的讨论实际上是为了转移人们的注意力。我不认为他会过早地任命任何人，因为他现在可以不负责任地进行指责，这是典型的特朗普策略。我认为他希望降低利率，因为这是他多年计划的一部分，并且他不喜欢支付高额债务。市场已经消化了关税的影响，并且继续前行。美国的赤字问题仍然是重要的议题。我认为美国的利率将比人们想象的更具粘性和更高。特朗普选择美联储主席的标准将是忠诚。

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Apollo Global Management President Jim Zelter calls talk of President Donald Trump possibly naming his next pick early for Federal Reserve Chair “a great distraction of headlines.” Zelter also weighs in on the US deficit and decline of the dollar. He is joined by Bloomberg hosts, Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern.

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