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cover of episode China’s Chip Supply & POTUS vs. Powell 4/17/25

China’s Chip Supply & POTUS vs. Powell 4/17/25

2025/4/17
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A
Andrew Ross Sorkin
美国知名金融记者和作家，担任《纽约时报》金融专栏作家和CNBC《早间交易》共同主播。
C
Cameron Costa
J
Joe Kernen
知名金融主播和前股票经纪人，现任CNBC《早间交易》联合主播。
K
Kelly Evans
K
Kristina Partsinevelos
P
Peter Kraus
Topics
Kelly Evans: 我认为美国总统特朗普实施的关税对全球经济产生了重大影响，导致通货膨胀加剧和经济增长放缓。调查数据显示，近期通货膨胀预期显著上升，受访者将关税列为主要原因之一。 Andrew Ross Sorkin: 特朗普总统公开批评美联储主席鲍威尔，并要求解雇他，这在政治上和经济上都具有重大意义。这种公开谴责一位独立机构的官员的情况是史无前例的。 Joe Kernen: 我认为总统或政府官员直接或间接指示或暗示对公司进行国税局调查是非法的。这涉及到法律和政治的风险。 Peter Kraus: 我认为投资者应该保持耐心，不要因为市场波动而抛售股票和债券。虽然当前的政治和经济环境充满不确定性，但我认为长期来看，市场将会趋于稳定。我们需要重新平衡贸易，但方法至关重要。混乱的政策对市场不利。如果世界经济整体向好，美国经济也会受益。美联储应该关注通货膨胀，即使这意味着经济增长放缓。解雇美联储主席鲍威尔可能会对债券市场产生负面影响。未来市场走势将取决于长期通胀预期。

Deep Dive

Shownotes Transcript

Nvidia CEO Jensen Huang is in Beijing), just as U.S. officials are eyeing his company’s supply of AI chips to DeepSeek. CNBC’s Kristina Partsinevelos explains the line between maintaining competition and preserving national security when it comes to tech infrastructure. Federal Reserve chair Jay Powell expressed concern) that the central bank could be caught between controlling inflation and supporting economic growth, as tariffs contribute to economic uncertainty. President Trump responded, calling for a rate cut and the termination of Jay Powell) as chair. Plus, the IRS is attempting to rescind Harvard’s tax-exempt status, and shares of UnitedHealth Group plunged) after the company cut its profit forecast.

 

Kristina Partsinevelos - 26:40

Peter Kraus - 31:43

 

In this episode:

Kristina Partsinevelos, @KristinaParts)

Kelly Evans, @KellyCNBC)

Joe Kernen, @JoeSquawk)

Andrew Ross Sorkin, @andrewrsorkin)

Cameron Costa, @CameronCostaNY)