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cover of episode Daybreak Weekend: US CPI, London Tech Summit, China Eco

Daybreak Weekend: US CPI, London Tech Summit, China Eco

2025/6/6
logo of podcast Bloomberg Daybreak: Asia Edition

Bloomberg Daybreak: Asia Edition
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E
ED HARRISON
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Edward Harrison: 我认为，美国就业市场的表现让美联储没有理由快速降息。尽管就业报告显示劳动力市场正在放缓，但还不足以促使美联储开始降息。同时，贸易谈判进展缓慢，这给股市带来了下行风险。通胀方面，服务业通胀仍然存在，且企业正在将关税带来的商品通胀转嫁给消费者。我预计六月份的CPI和PPI数据将更明显地反映出关税的影响，这将使美联储在降低利率方面更加犹豫。尽管特朗普总统呼吁大幅降息，但实际情况是，除非经济出现严重衰退迹象，否则美联储将维持观望态度。目前，美国与日本、欧盟和中国的贸易谈判都存在不确定性，这增加了经济风险。我担心美国贸易谈判代表在谈判中互相争斗，这削弱了美国的谈判立场，使得其他国家认为可以通过拖延来获得更有利的条件。 Tom Busby: 我认为，即将公布的CPI和PPI数据对于了解通胀驱动因素至关重要。虽然这些数据可能不如PCE重要，但美联储仍然会密切关注。关税的影响可能会在这些报告中有所体现，尤其是在90天暂缓期结束后。我希望了解，在与中国、欧盟和日本的贸易谈判中，是否能达成明确的协议，以缓解通胀压力。

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Chapters
This chapter analyzes the May CPI and PPI reports, focusing on their potential impact on the Federal Reserve's upcoming rate decision. Expert insights discuss inflation drivers and the ongoing effects of tariffs.
  • May jobs report showed 139,000 added nonfarm payrolls, ahead of expectations, unemployment rate at 4.2%
  • Services inflation remains above target, and tariffs continue to pass through into prices.
  • The 90-day reprieve on most tariffs expires in July; June CPI and PPI numbers are expected to show more of the impact.
  • Trade negotiations with China, EU, and Japan are ongoing with uncertain outcomes.

Shownotes Transcript

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 U.S CPI and PPI data and Tesla’s Robotaxi launch.
  • In the UK – a look ahead to London’s Tech Summit.
  • In Asia – a look ahead to readings on Chinese exports, as well industrial production and retail sales.

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