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cover of episode Bloomberg Surveillance TV: June 30, 2025

Bloomberg Surveillance TV: June 30, 2025

2025/6/30
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Bloomberg Surveillance
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E
Esther George
K
Kellyanne Shaw
M
Michael Kushma
T
Terry Haines
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Esther George: 我认为，尽管通胀没有加速，但仍然具有粘性，这限制了美联储进一步调整利率。本周的报告将揭示劳动力市场的表现。诊断塑造劳动力市场的特征对于美联储如何校准其政策至关重要。我们不应该只关注单一叙事，而应该关注经济动态的展开。今天的经济仍在向前发展，但这种情况可能会随着任何特定的数据点或新闻公告而改变。在现阶段，不应该对任何特定的叙事解读过多。价格稳定是长期持续增长和健康劳动力市场的先决条件。在美联储尚未达到其通胀目标的环境中，财政政策的走向应该让我们保持谨慎。我们不应过分承诺尚未实现的通胀状态。只要现任美联储主席在位，继任者的宣布不会模糊美联储的独立性。任何美联储主席都明白，履行国会赋予的任务才是首要任务，最终是为了美国公众的利益服务。

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  • Esther George, former President of the Federal Reserve Bank of Kansas City- Terry Haines, founder at Pangaea Policy- Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld- Michael Kushma, CIO: Broad Markets Fixed Income at Morgan Stanley Investment Management

Esther George, former President of the Federal Reserve Bank of Kansas City, joins to offer her outlook for the economy and this week's critical jobs report. Terry Haines, founder at Pangaea Policy, talks about Senate deliberations over the tax bill and the latest priorities for the Trump administration. Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld, talks about tariff negotiations amid the looming July 9 deadline. Michael Kushma, CIO: Broad Markets Fixed Income at Morgan Stanley Investment Management, talks about whether bonds could rally in the second half of the year.

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