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cover of episode Washington and Beijing Resume Trade Talks; Markets React to US Jobs Data

Washington and Beijing Resume Trade Talks; Markets React to US Jobs Data

2025/6/9
logo of podcast Bloomberg Daybreak: Asia Edition

Bloomberg Daybreak: Asia Edition
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A
Alicia Garcia-Herrero
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Chris Brigati
K
Kevin Hassett
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Kevin Hassett: 作为国家经济委员会主任，我认为美中贸易谈判的目标是恢复关键矿产的流动，希望通过高级别会谈解决贸易问题。 Chris Brigati: 作为首席投资官，我认为市场面临的最大挑战是关税带来的不确定性。这种不确定性导致利率上升，并将持续到局势更加明朗。关税最终将导致通货膨胀，零售商最终将不得不将更高的价格转嫁给消费者。我预计利率会上升，并可能重新测试10年期国债的高点。在股市方面，我认为机会在于那些在经济衰退环境中表现良好的行业，如公用事业和消费必需品。我也认为金融业有上涨潜力，人工智能交易仍有更多机会，但会有起伏。 Alicia Garcia-Herrero: 作为首席亚太经济学家，我认为美中即使达成协议也不会有实质意义，可能只是暂时的缓解。通胀压力将会逐渐上升，中国的通缩压力不会完全消除，中美在价格走势上的分歧将持续存在。特朗普的税收法案对美国来说是个问题，投资者不会轻易接受，该法案不会支持增长，因为会有大量投资离开，这将增加美国的融资成本。日本需要更多的生产力和投资，但外国直接投资尚未大规模发生。

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Asian stocks opened higher Monday with the US and China set to resume trade negotiations. Adding to the optimism in the stock market was the surprise in labor data. While US job growth moderated in May and prior months were revised lower, Friday's report narrowly exceeded forecasts. We get reaction from Chris Brigati, Chief Investment Officer at SWBC.

Plus - trade tensions appeared to recede between President Donald Trump and China's Xi Jinping as an impasse on critical minerals was broken, paving the way for further trade talks. We get a preview of how the talks may impact the trading week ahead with Alicia Garcia Herrero, Chief Asia-Pacific Economist at Natixis. She speaks with Bloomberg's Shery Ahn and Haidi Stroud-Watts.

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