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cover of episode A look at how Medicaid cuts could alter one state

A look at how Medicaid cuts could alter one state

2025/6/30
logo of podcast Marketplace All-in-One

Marketplace All-in-One
AI Deep Dive AI Chapters Transcript
People
A
Alex Olgin
B
Brian Floyd
C
Cody Kinsley
J
Jo Inwood
J
Julia Coronado
M
Michael Cannon
N
Nancy Marshall-Genzer
S
Shannon Dowler
Topics
Nancy Marshall-Genzer：本周将发布大量新的经济数据，股市表现良好。邀请Julia Coronado分析这些数据，以了解经济的走向。 Julia Coronado：就业增长正在放缓，预计新增就业岗位将接近10万。就业增长放缓的部分原因是移民减少，但这不一定是问题。失业率是衡量劳动力市场是否真正疲软的指标，如果劳动力供应不足以吸收劳动力需求，失业率将会上升。上周股市普遍上涨，部分原因是贸易方面的乐观情绪和国会正在审议的财政方案。科技股的估值仍然非常集中。经济放缓与股市升温之间存在脱节，这是一个值得关注的现象。我预计未来经济增长将继续放缓，但股市可能继续受到贸易乐观情绪和财政政策的支持。 Jo Inwood：美英达成新的贸易协议，降低关税。英国汽车制造商将获得进入美国市场的优惠待遇，其他商品也将面临10%的统一进口税。该协议尚未包括钢铁或铝的承诺细节。作为回报，美国乙醇和牛肉可以免关税进入英国，但英国政府坚称不会降低食品标准。这项协议对英国汽车产业来说是个好消息，但对其他产业的影响还有待观察。

Deep Dive

Shownotes Transcript

The GOP bill in Congress could make sweeping changes to Medicaid, the joint federal-state health insurance program for 70 million low-income people and people with disabilities. North Carolina recently expanded coverage for an additional 660,000 people. There, it's been a "lifeline" for some rural areas and injected federal dollars into the state’s economy. We’ll hear what’s at stake with federal cuts. But first: the disconnect between "an economy that's slowing down and a stock market that's heating up."