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cover of episode Even if it doesn't feel good, consumers are still spending

Even if it doesn't feel good, consumers are still spending

2025/5/13
logo of podcast Marketplace All-in-One

Marketplace All-in-One
AI Deep Dive Transcript
People
C
Claudette Powell
D
David Brancaccio
J
Joshua Rhodes
L
Lauren Seidel Baker
N
Nova Sofo
R
Ramtin Siyashanti
S
Steve Nadel
Topics
David Brancaccio: 四月份的消费者物价指数略低于预期，通货膨胀率小幅上升。尽管如此，关税的影响尚未完全显现，政策的不确定性依然存在，这可能会对经济产生影响。一些华尔街银行降低了今年经济衰退的概率，但整体经济形势仍然难以预测。我将继续关注这些因素，以评估它们对市场和消费者的潜在影响。 Lauren Seidel Baker: 我认为今年不会发生经济衰退。即使第一季度GDP数据为负，那主要是因为进口提前。消费者仍然有能力消费，因为工资增长速度快于通货膨胀。虽然消费者情绪可能受到不利新闻的影响，但他们仍在继续消费。我相信消费者的韧性将有助于避免经济衰退。我将继续关注工资增长和消费者支出，以评估经济的健康状况。 Nova Sofo: 四月份美国政府的关税收入创下历史新高，这主要是由于关税税率的提高和进口量的增加。然而，随着中美贸易战的暂停和关税税率的下降，政府未来的关税收入可能会减少。企业对高关税持谨慎态度，导致进口量下降。我将继续关注贸易政策的变化及其对政府收入和商业活动的影响。

Deep Dive

Shownotes Transcript

The consumer price index hit an annual rate of 2.3% last month. Consumer inflation clocked in at 0.2% from March to April — less than expected. While folks feel uncertain about the future, some data could reveal a more encouraging picture. Also on the program: how higher tariffs translate to revenue for the federal government and how an energy efficiency program that could get axed helps households and businesses save billions.