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cover of episode Economy is Solid. Economy is Uncertain.

Economy is Solid. Economy is Uncertain.

2025/6/20
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Motley Fool Money

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A
Asit Sharma
金融分析师,专注于市场趋势和公司表现分析。
D
David Meier
一位积极参与金融分析和投资讨论的投资者和金融专家。
R
Ricky Mulvey
作为《Motley Fool》播客主持人,Ricky Mulvey 提供对各大公司财务表现和未来发展的深入分析。
T
Tom Gardner
Topics
Ricky Mulvey: 杰罗姆·鲍威尔的记者招待会主要说了两点,经济稳固但同时不确定性异常高。 Asit Sharma: 鲍威尔的讲话没有透露太多新信息,但“经济稳固”和“不确定性异常高”这两个说法似乎有些矛盾。去年GDP增长良好,但今年的经济增长前景因贸易战和不确定性而变得模糊,进出口数据难以解读。预计今年GDP增长约为1.5%,通货膨胀仍然偏高,失业率维持在4.2%的健康水平。尽管美联储目前不急于降息,但投资者可以预期今年晚些时候可能会有两次小幅降息。 David Meier: 我认为经济确实在减速,但我不认为会陷入衰退。我认为鲍威尔实际上很担心,他之所以按兵不动,不是因为他认为这是正确的做法,而是因为他不知道该怎么做。鲍威尔现在面临很多不确定性,尤其是在关税对劳动力市场和通胀数据的影响方面,最好的办法就是等待观望。我注意到我的朋友和家人在消费习惯上有所改变,我们正在减少外出就餐,更多地在家里吃饭,并且购买更便宜的商品,因为我们感受到了物价上涨的影响。

Deep Dive

Shownotes Transcript

Households and businesses are feeling more uncertain about the future, but the labor market is strong.

(00:21) Motley Fool Senior Analysts Asit Sharma and David Meier join Ricky Mulvey to discuss:

  • The latest Fed meeting, and what Jerome Powell is watching.

  • What AI means for a consulting giant.

  • Earnings from Kroger and Darden Restaurants.

(19:11) Then, we play a portion of our member’s only podcast “Stock Advisor Roundtable.” Brian Stoffel interviews Motley Fool Co-founder and CEO Tom Gardner about how AI has changed his investing process.

(33:36) Asit and David share two radar stocks: Ferrari and CAVA.

Host: Ricky Mulvey

Guests: Asit Sharma, David Meier

Engineer: Dan Boyd

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