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cover of episode Cochrane on China, Chris on Crude

Cochrane on China, Chris on Crude

2025/6/20
logo of podcast Moody's Talks - Inside Economics

Moody's Talks - Inside Economics
AI Deep Dive AI Chapters Transcript
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C
Chris DeRitis
C
Chris Lafakis
M
Marissa DiNatale
M
Mark Zandi
S
Steve Cochrane
Topics
Steve Cochrane: 我认为只要中国能够控制住局面，他们就会继续对美国采取强硬态度，贸易战将持续很长时间。伦敦会谈的成果甚微，中美之间达成框架协议的可能性不大。即使降低与芬太尼相关的20%关税，中国的关税仍将高于其他国家。如果世界其他地区的关税稳定在10%，中国的关税为20%，那么“中国+1”战略可能会成为未来的趋势。美国希望所有人都来美国投资和生产，但中国除外。中国愿意像当年的日本那样投资美国，但面临许多阻碍。我预计中国最终的关税率将高于世界上几乎所有其他国家。 Mark Zandi: 我觉得中美脱钩不仅体现在贸易上，还体现在学生签证、投资、移民和资本流动等各个方面。目前的关税水平很高。美国可能只想要稀土。中美贸易战中，中国寸步不让，未来可能还会继续这样。

Deep Dive

Chapters
The podcast begins with a farewell to Steve Cochrane, who is retiring after 32 years. The conversation shifts to the concept of "managing up," illustrated by anecdotes about navigating workplace challenges and prioritizing tasks. The hosts share their own experiences with this approach.
  • Steve Cochrane's 32-year career at Moody's Analytics
  • The concept of 'managing up' as a key to career success
  • Anecdotes illustrating the importance of communication and prioritization in the workplace

Shownotes Transcript

Colleagues Chris Lafakis and Steve Cochrane join Inside Economics to discuss how geopolitics is shaping the outlook and the risks to the U.S. and global economies. But first, the team reminisces about Steve’s 32 years as “employee 007” at the company and his upcoming retirement. Steve reveals his secrets for “managing up,” and Mark finds out he’s been managed all these years. The conversation then turns to U.S.-China relations and the risk of an oil price shock stemming from Israel’s attack on Iran last week. 

 

Guest: Chris Lafakis, Director of Climate and Energy Economics, Moody's Analytics, Steve Cochrane, Director, Chief APAC Economist

Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics

Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn

Questions or Comments, please email us at [email protected]). We would love to hear from you. 

 

To stay informed and follow the insights of Moody's Analytics economists, visit Economic View).