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cover of episode In Houston, a look at local disaster response

In Houston, a look at local disaster response

2025/6/11
logo of podcast Marketplace All-in-One

Marketplace All-in-One
AI Deep Dive AI Chapters Transcript
People
A
Amy Scott
C
Chris Winter
D
David Brancaccio
D
Doris Brown
J
Jeffrey Cleveland
M
Mike Kruger
M
Mina Cox
Topics
David Brancaccio: 美国和中国之间的贸易谈判取得了一定的进展，双方已经有了一个框架协议，旨在改善两国之间的贸易关系。然而，这个协议还需要得到特朗普总统和习近平主席的批准才能最终生效。目前，美国将对中国商品征收55%的关税，而中国将对美国商品征收10%的关税。此外，中国将继续向美国出口稀土矿物，美国也将允许中国学生来美国学习。这些措施旨在缓解贸易紧张局势，并为两国经济带来稳定。 Jeffrey Cleveland: 我认为，今年最大的担忧是关税可能导致经济衰退。如果美中两国能够更接近达成贸易协议，这对金融市场来说将是一个利好消息。股市可能会因此受益，债券收益率也会有所上升。这意味着经济增长的潜力增加，并有助于避免2025年出现衰退。此外，五月份的消费者物价指数数据表现疲软，这对消费者和央行行长来说都是好消息。如果没有关税的威胁，美联储可能会考虑降息。然而，目前仍需观察关税的全面影响。许多国家都受到了新关税制度的影响，这可能会推高物价，因此我预计美联储不会很快降低利率。政策制定者应该谨慎地等待几个月的数据，以观察通货紧缩的趋势是否持续，然后再对利率采取任何行动。

Deep Dive

Chapters
This chapter discusses the potential US-China trade truce, its impact on financial markets, and the implications for consumer inflation and interest rates. Experts weigh in on the deal's uncertainty and the need for further data before making decisions on interest rates.
  • US and China negotiators have a framework for a trade deal.
  • President Trump announced tariffs of 55% on Chinese goods and 10% on US goods.
  • A trade deal could boost financial markets and avoid a recession.

Shownotes Transcript

Hurricane season starts in two and a half weeks. Last year, hurricanes caused $124 billion in damage. This year, the Trump administration is making cuts to the Federal Emergency Management Agency. Today, we head to Houston to hear how community "hub houses" offer support during disasters. Plus, the U.S and China appear back on track toward a trade truce and Trump administration policies are causing chaos for rural solar businesses.