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cover of episode Trump and Xi Agree to More Talks; Can Apple Afford to Leave China?

Trump and Xi Agree to More Talks; Can Apple Afford to Leave China?

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

Bloomberg Daybreak: Asia Edition
AI Deep Dive AI Chapters Transcript
People
C
Catherine Thorbeck
R
Robert Schein
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我最初认为特朗普和马斯克之间的公开冲突不会迅速升级，但这出乎所有人的意料。我认为只有乔·罗根才能解决这个问题，他或许可以让他们在播客节目中进行三小时的面对面交锋，或者让他们在溜冰场上较量。这场冲突升级得非常迅速，而且非常私人化，令人感到难过。我希望我们能够扭转局面。我不确定这是否会对参议院目前正在进行的税收法案产生影响，马斯克指责该法案大幅增加了赤字。如果抛开他们的个人攻击，他们实际上站在同一立场，都认为支出过多。参议院也同意这一点，他们认为需要解决支出过多的问题。我认为这标志着一个令人警醒的时刻，促使每个人都关注到支出过多的问题。 特朗普和习近平同意进一步进行贸易谈判，我认为这是一个积极的信号。这将对市场非常有利，并有助于建立更正常的关系。我相信我们会看到积极的结果和稳步的进展。双方都可能导致经济衰退，我认为从政治角度来看，这都不是明智的做法，也不是正确的事情。他们必须搁置分歧，坐下来为他们所代表的人民取得一些进展。我认为美联储有机会开始新一轮降息，因为我认为未来几周和几个月的数据将显示经济放缓。小企业主都在观望，等待税收法案和关税的影响。 在这样的市场中，最重要的是关注估值和纪律。市场接近历史高位是因为盈利正在恢复。即使我们排除大型科技股，美国公司的盈利也在增长。因此，这可能是市场的积极因素。这就是为什么市场在面对所有这些干扰时仍然能够维持的原因之一。我认为今年的关键词将是市场的韧性以及经济的韧性。如果投资者保持关注并保持一些现金储备，抓住机会，我相信我们会处于一个良好的位置。每个管理团队都会利用这次电话会议的机会来使用“不确定性”这个词，因为如果经济开始持续放缓和减速，这会给你提供掩护。如果对这些公司保持耐心，让市场带来更好的估值，那么仍然有长期的增长战略和值得投资的好公司。

Deep Dive

Chapters
The public feud between Elon Musk and Donald Trump escalated rapidly, impacting Tesla's stock price. Experts discuss whether this is a mere distraction or a serious threat, and how it relates to the ongoing debate about government spending and the tax bill.
  • Elon Musk and Donald Trump's public feud caused a significant drop in Tesla's stock price.
  • The disagreement involves government contracts, subsidies, and the tax bill.
  • Experts analyze the situation and its potential impact on the market and Senate actions.

Shownotes Transcript

Tesla shares slumped 14% on Thursday as President Donald Trump proposed ending Elon Musk's government contracts and subsidies after his onetime adviser attacked the Republican's tax-policy bill. Musk also said he would end the use of SpaceX's Dragon spacecraft and called for Trump's impeachment. The Tesla move weighed on US benchmarks Thursday that had earlier risen as Trump and China's President Xi Jinping agreed to further trade talks. Trump said talks would begin shortly at a location to be determined as the countries aimed to resolve disputes over tariffs and rare earth minerals. We take a look at how markets are digesting the headlines with Robert Schein, Chief Investment Officer at Blanke Schein Wealth Management.Plus - during President Trump's first term, he famously toured a Texas factory and claimed credit for bringing Apple Inc's production back to America. Except the plant had been running long before he took office. And it was an "unmitigated fiasco." Workers in China had to be flown in to help fix the mounting manufacturing issues encountered in the US heartland. We're joined by Bloomberg Opinion's Catherine Thorbecke, for a look whether a China exit is plausible for the iPhone maker amid tariff threats from Washington.

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