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cover of episode FOMC Preview with Frank Sorrentino

FOMC Preview with Frank Sorrentino

2025/6/18
logo of podcast Bloomberg Businessweek

Bloomberg Businessweek
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Frank Sorrentino: 我认为目前的经济状况良好，市场已经基本恢复，人们对经济的稳固性更有信心。我们所服务的纽约都会区市场经济依然强劲，客户对产品和服务的需求依然旺盛，住房、公寓和商业的需求量巨大，包括仓库甚至办公楼在内的各类建筑都在复苏。大多数银行报告称信贷前景良好，对关税的担忧有所减弱。银行仍在报告信贷状况良好，虽然存在个别问题，但没有系统性的市场疲软迹象。经济强劲，失业率低，就业机会多，市场流动性充足，推动经济达到历史新高，GDP增长超过3%，是推动经济发展的原因。我认为消费者对价格更加敏感，消费不如以前那样大手大脚。人们对关税感到不安，并且正在关注一些可能已经改变价格的特定产品。预期关税的影响，出现了一些囤积行为，这影响了消费支出，特别是建筑用品。市场存在波动，但如果剔除汽油和关税相关因素，消费支出实际上有所上升。总体而言，我仍然认为经济相当稳健，没有出现衰退。

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Despite global uncertainties, the US economy shows strength in various sectors. Robust demand for housing, services, and construction points to a healthy economy, supported by low unemployment and high liquidity. GDP growth exceeding 3.5% further reinforces this positive outlook.
  • Strong demand for housing, apartments, and businesses
  • High demand for services
  • Low unemployment rate
  • High liquidity in the market
  • GDP growth over 3.5%

Shownotes Transcript

With Federal Reserve officials signaling an extended hold on interest rates, investors and economists will look to Chair Jerome Powell this week for clues on what might eventually prompt the central bank to make a move, and when.A fourth straight meeting without a cut could provoke another tirade from President Donald Trump. But policymakers have been clear: Before they can make a move they need the White House to resolve the big question marks around tariffs, immigration and taxes. Israel’s attacks on Iranian nuclear sites have also introduced another element of uncertainty for the global economy.Frank Sorrentino, Founder and CEO of ConnectOne Bankcorp previews what the Fed may do at the next FOMC meeting. 

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