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cover of episode Daybreak Weekend: Nvidia Preview, Poland Election, BOK Decision

Daybreak Weekend: Nvidia Preview, Poland Election, BOK Decision

2025/5/23
logo of podcast Bloomberg Daybreak: Asia Edition

Bloomberg Daybreak: Asia Edition
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E
Ewa Krakowska
H
Hyosung Kwon
J
Joe Little
K
Kunjan Subani
S
Stuart Paul
W
Wojtek Moskwa
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Stuart Paul: 我认为美国政府对第一季度GDP数据的乐观预期可能过于乐观，最好的情况是数据与之前持平。经济评论员们关注GDP的计算方式，但实际上更重要的是国外商品的需求和利用增长超过了国内。贸易紧张局势和更高的贸易壁垒无疑正在对国内经济活动造成压力。我认为第一季度经济增长数据将非常疲软，展望未来，PMI正在走弱，经济政策不确定性也在上升。核心PCE价格指数可能仅增长0.1%，但这背后是商品价格因关税上涨而上涨，而服务价格（不包括住房）却在下降。近期股市反弹将导致服务价格在未来几个月回升，同时企业也将开始转嫁更高的关税和投入成本。即使通胀指标的总体数据疲软，其细节也预示着经济形势将进一步恶化，价格将上涨。

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Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week.

  • In the US – a look ahead to GDP and personal spending data, and Nvidia earnings.
  • In the UK – a look ahead to Poland's Presidential run off election.
  • In Asia – a look ahead to the upcoming Bank of Korea decision.

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