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cover of episode Break glass in case of oil price shock

Break glass in case of oil price shock

2025/6/18
logo of podcast Marketplace All-in-One

Marketplace All-in-One

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People
A
Anton Koronek
B
Bill Adams
C
Caroline Toh
D
Don Cohn
E
Ernie Tedeschi
G
George Washington III
J
Jay Bryson
K
Kyle Risdahl
K
Kyle Rizdahl
M
Matt Levin
M
Megan McCarty Carino
S
Simon Johnson
S
Stephanie Aliaga
W
Weston LaBar
W
Winnie Caesar
杰伊·鲍威尔
Topics
Kyle Risdahl: 美联储维持利率不变,鲍威尔表示对当前政策立场感到满意,认为可以根据未来的经济发展做出及时反应。然而,关税政策带来的不确定性使得经济前景变得复杂,预计短期内失业率可能上升,经济增长可能放缓。华尔街对此反应平淡,市场仍在观望事态发展。 杰伊·鲍威尔: 作为美联储主席,我认为我们目前货币政策的立场是合适的,能够根据经济发展及时做出反应。虽然普遍预计通货膨胀会上涨然后回落,但我们不能对此掉以轻心,必须确保一次性的通货膨胀不会演变成持续的问题。当前我们面临的关税环境是过去90年未曾见过的,所以即使是美联储也需要更多时间来评估关税的影响,并据此调整政策。好消息是,目前的经济形势良好,失业率较低,工资也在上涨。

Deep Dive

Shownotes Transcript

The Fed kept interest rates as-is today, and Chair Powell said policymakers are “well-positioned to wait” before making another move. But what if oil price shock, propelled by roiling conflict in the Middle East, forces his hand? In this episode, we break open the Fed oil crisis playbook — but we hope Powell won’t need it. Plus, projections show the GOP tax bill will cost more than it makes, AI productivity won't boost humans equally and port logistics get complicated under shifting tariff policy.

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