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cover of episode What if government data becomes untrustworthy?

What if government data becomes untrustworthy?

2025/6/3
logo of podcast Marketplace All-in-One

Marketplace All-in-One

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People
B
Becky Bingham
C
Corbin Church
H
Hunter Fields
J
John Diamond
L
Laura Veldkamp
L
Leila Asani
N
Nick Dyer
S
Sean Sevier
T
Tadevick Sekbosian
T
Thomas Goldsby
Topics
Justin Ho:物流管理指数显示,由于进口商在特朗普关税前囤积商品,今年仓库利用率一直在增长。Ocotillo Capital Partners 在德克萨斯州圣安东尼奥建造仓库,主要服务于跨境贸易。传统上,99% 的产品是在墨西哥制造并运往美国,然后分销到国际市场。 Nick Dyer:我公司仓库的需求量很大,现有客户试图在新关税生效前将产品运过边境。然而,客户对租赁更多仓库空间不感兴趣,因为租期通常为三到五年,他们对做出这种承诺感到紧张。由于对租户能否长期存在缺乏信心,我暂停了一个新的仓储项目。 Thomas Goldsby:我认为仓库运营商已经意识到,他们可以尝试预测 2028 年的情况,或者只是享受非常高的利用率和低空置率,并让价格最终起作用。仓储价格上涨最终会转嫁到消费者身上。

Deep Dive

Shownotes Transcript

The GOP’s budget bill, now at the Senate, includes proposed cuts to federal statistical agencies. That could make government data narrower and less reliable. And when governments fail to put out dependable data? “It ends up being a real drag on the economy,” said economist Laura Veldkamp. Also in this episode: We visit an entrepreneurship hub in Provo, Utah, experts weight the merits of hard and soft data, and warehouses see a usage boom amid tariff uncertainty.

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