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cover of episode Markets respond to immigration policy and trade policy differently. Should they?

Markets respond to immigration policy and trade policy differently. Should they?

2025/6/16
logo of podcast Marketplace Morning Report

Marketplace Morning Report
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J
Julia Coronado
Z
Zeke Hernandez
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Julia Coronado: 作为宏观政策观察者，我认为目前美国经济面临的最大风险是通货膨胀和失业率之间的不确定性。美联储在过去四年中一直面临通胀高于目标的问题，尽管最近的通胀数据有所改善，但关税和潜在的油价上涨可能会加剧通胀压力。同时，贸易战和其他政策变化可能导致经济放缓。因此，美联储目前处于观望状态，难以判断哪个风险更大，需要根据未来的数据和政策影响来调整策略。中国为了应对关税带来的制造业冲击，采取了财政刺激措施来提振国内消费，从而在一定程度上抵消了关税的影响。这种策略显示了中国应对贸易战的决心和灵活性。

Deep Dive

Chapters
The Federal Reserve is tasked with balancing employment and inflation control. Recent economic indicators, including inflation rates and the impact of tariffs, make it unclear which poses the greater risk. China's economic response to tariffs, boosting consumer spending while manufacturing suffers, is also discussed.
  • Federal Reserve's dual mandate: maximum employment and stable prices
  • Inflation above target for over four years
  • Uncertainty about the impact of tariffs and oil prices on the economy
  • China's approach to offsetting tariff impacts through fiscal stimulus

Shownotes Transcript

Despite continued protests over immigration policy, President Donald Trump in an online post yesterday directed immigration enforcement to deport more people in the country illegally, specifically those in major cities like Los Angeles, Chicago, and New York. Today, we're continuing to track what more restrictive immigration policy could cost the U.S. economy. But first: What's the biggest risk to the economy right now? The Federal Reserve has to decide.