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cover of episode "March is ancient history"

"March is ancient history"

2025/4/30
logo of podcast Marketplace All-in-One

Marketplace All-in-One
AI Deep Dive Transcript
People
C
Cohen-Powles
E
Eric Hagstrom
E
Ethan Strube
H
Haley Farini
J
John Eamont
J
Julie Smith
K
Kai Risdahl
K
Kyle Rizdahl
L
Laura English
M
Mark Desjardins
M
Michelle Palmer
R
Ruth Lopez Turley
S
Stephanie Hughes
S
Stephanie Kelton
S
Stephen Cox
T
Tim Quinlan
V
Veronique Desrougies
Topics
Kyle Rizdahl: 一季度GDP下降，但消费者支出、企业支出和政府支出都还可以，所以情况并非灾难性。净出口部分由于进口激增而导致最终结果偏低。 Stephanie Hughes: 一季度美国公司大量购买电脑，增幅创近五年新高，部分原因是预期电子产品关税上调。企业对电脑的大量投资不可持续。 Ethan Strube: 美国公司大量购买电脑反映了现代美国经济的需求，服务业需要电脑来完成工作。 Veronique Desrougies: 企业增加电脑投资并非预示着未来几个月产量的大幅增加，而只是企业囤货以应对即将到来的成本上涨。 Julie Smith: 一季度美国经济表现尚可，并未出现滞胀，但进口激增抵消了一部分增长。三月份的数据已经过时。 Tim Quinlan: 关税和贸易战的不确定性会带来滞胀风险。 Stephanie Kelton: 一些企业因关税而面临生存压力，可能导致裁员和价格上涨。

Deep Dive

Shownotes Transcript

The latest GDP calculations and PCE index tell us the U.S. economy is doing … OK. Importantly, the data doesn’t point to stagflation. But the data was collected from January through March 2025, and at this point, March is old news. Also in this episode: American companies ramp up their spending on computers, Nike’s struggle to move sneaker manufacturing out of Asia is a cautionary tale and Texas becomes the biggest state to send public dollars to private schools through school choice vouchers.