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cover of episode All eyes on the inflation data

All eyes on the inflation data

2025/6/27
logo of podcast Marketplace All-in-One

Marketplace All-in-One
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People
B
Barbara Kahn
B
Bob Goldberg
G
Greg Ip
G
Gregory Daco
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Jermaine LeVar King
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Kate Davidson
M
Mark Lansdell
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Maziar Shadman
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Michelle Rozo
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Roel van de Acker
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Sarah House
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Scott Markman
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Tim Cadogan
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Tim Opler
Topics
Kate Davidson: 我认为目前所有人的目光都集中在通货膨胀数据上，特别是关税对价格的影响。我们看到进口商正在传递关税带来的价格上涨，主要体现在受关税影响较大的商品上，例如家用电器和玩具。然而，在服务业方面，如医院住宿、酒店和机票等，并没有出现价格压力的迹象。但我也担心这可能表明需求疲软，公司可能因为消费者减少外出就餐和旅行而无法提高价格。美联储应该更担心通货膨胀还是经济放缓，这是一个大问题。 Greg Ip: 我更关注的是经济增长的故事，特别是第一季度的GDP数据和四五月份的消费支出数据。数据显示，第一季度消费者的表现比最初认为的要疲软得多，而且这种疲软的趋势一直延续到四五月份。我们早就知道，消费者，尤其是在低端市场，正感受到压力，通货膨胀已经压迫了他们的消费能力，他们一直在消耗储蓄。现在的数据表明，消费者支出疲软正在影响整体经济增长，这可能预示着经济增长放缓而非衰退。

Deep Dive

Shownotes Transcript

It's been a big week for economic data, with key reports on GDP, PCE, retail sales and consumer sentiment numbers. Bloomberg's Kate Davidson and the Wall Street Journal's Greg Ip join “Marketplace” host Kai Ryssdal to discuss the data, what's happening with inflation and how much tariffs are feeding into prices. Also on the show: Disposable income dipped in May. What does this slowdown in income growth mean for the broader economy? Plus, a conversation with Tim Cadogan, CEO of GoFundMe, about the future of charitable giving.

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