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cover of episode Daybreak Weekend: US Inflation, Lagarde Address, China Eco Outlook

Daybreak Weekend: US Inflation, Lagarde Address, China Eco Outlook

2025/3/7
logo of podcast Bloomberg Daybreak: Asia Edition

Bloomberg Daybreak: Asia Edition
AI Deep Dive AI Chapters Transcript
People
B
Brody Ford
C
Caroline Hepker
D
Doug Krisner
E
Edward Harrison
J
Jana Randau
K
Katya Dmitrieva
S
Shahzad Qazi
Topics
Tom Busby: 本周将公布美国2月份的CPI和PPI数据，以及甲骨文和Adobe的财报。我们关注通货膨胀问题，以及它对美联储政策的影响。 Edward Harrison: 我预计2月份的CPI同比数据约为2.9%，低于1月份的3%。任何高于此的数据都将意味着通胀率仍高于美联储的目标。PPI预期为3%-3.3%。目前白宫的政策对降低通胀没有帮助，但抑制经济增长可能会导致物价下跌。上周的就业数据喜忧参半，就业人数增加，但低收入家庭的经济状况令人担忧。近几个月失业救济金申请数据相对良好，但U6失业率上升至8%，为近两年来最高，表明就业市场竞争加剧，低收入家庭经济状况恶化。多种经济指标表明，未来失业率可能进一步上升，对经济构成负面影响。考虑到就业数据和通胀数据相互矛盾，市场预期美联储可能会降息，最早可能在6月份开始，并在2025年进行多次降息。

Deep Dive

Chapters
This chapter analyzes the upcoming February CPI and PPI data releases for the US, discusses potential impacts on Fed policy, and explores whether the White House is taking any actions to lower consumer prices. Expert insights from Edward Harrison are incorporated, highlighting concerns about underemployment and its implications for inflation.
  • Market expects 2.9% year-over-year headline CPI number for February.
  • PPI expectation is 3%-3.3%.
  • Concerns about underemployment and its impact on lower-income households.
  • Possibility of rate cuts by the Fed, potentially as early as June 2025.

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 preview of U.S CPI and PPI data, along with earnings from Oracle and Adobe.
  • In the UK – a preview of European Central Bank Chief Christine Lagarde addressing central bankers.
  • In Asia – a recap of China’s NPC and outlook for its’ economy.

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