We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
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: US Edition

Bloomberg Daybreak: US Edition
AI Deep Dive AI Chapters Transcript
People
E
Ewa Krakowska
H
Hyosung Kwon
J
Joe Little
K
Kunjan Subani
S
Stuart Paul
W
Wojtek Moskwa
Topics
Stuart Paul: 我认为美国政府对GDP数据上调的预期过于乐观，可能只能达到0%的增长。贸易紧张和更高的贸易壁垒无疑正在对国内经济活动产生影响。核心PCE可能仅增长0.1%，但需要深入分析。核心商品价格上涨是因为关税的传递效应，而服务价格（尤其是扣除住房后）有所下降，部分原因是金融服务和投资组合管理服务的成本下降。股市反弹将导致服务价格上涨，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表现疲软，但细节预示着经济形势将进一步恶化，价格将上涨。总的来说，我对美国经济前景持谨慎态度，认为未来几个月可能会面临更大的挑战。

Deep Dive

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 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.

See omnystudio.com/listener) for privacy information.