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cover of episode Markets respond to immigration policy and trade policy differently. Should they?

Markets respond to immigration policy and trade policy differently. Should they?

2025/6/16
logo of podcast Marketplace All-in-One

Marketplace All-in-One

AI Deep Dive Transcript
People
J
Julia Coronado
S
Sabri Beneshour
Z
Zeke Hernandez
Topics
Sabri Beneshour: 我是Sabri Beneshour,代替David Brancaccio主持节目,并介绍本期节目的主要议题,包括美联储面临的通胀与失业风险,以及移民政策对美国经济的影响。当前,美国经济面临多重挑战,包括中东冲突对油价的影响,以及特朗普政府的贸易和移民政策带来的不确定性。因此,本期节目将深入探讨这些问题,并分析其对经济的潜在影响。 Julia Coronado: 美联储目前面临的困境在于难以判断通货膨胀和失业哪个是更大的风险。尽管最近的通胀数据有所好转,但关税和油价上涨的影响尚未显现。因此,美联储将继续保持观望态度,密切关注经济形势的发展。同时,中国政府正通过财政刺激来提振消费,以抵消关税对制造业的影响。这种策略在一定程度上缓解了关税对中国经济的冲击。作为Macro Policy Perspectives的创始人,我将持续关注全球经济动态,为投资者和政策制定者提供专业的分析和建议。 Zeke Hernandez: 作为沃顿商学院的教授,我认为市场对移民政策的关注不如关税政策,但移民政策对经济的影响同样不容忽视。移民通过创新、消费、投资、人才和税收等多个方面直接影响经济。事实上,移民是净就业岗位的创造者,而非破坏者。然而,当前的移民系统存在缺陷,未能提供足够的人力,导致非法移民现象的出现。如果不改变移民系统,仅仅打击非法移民只会使情况更糟,尤其是在经济方面。因此,我们需要重新审视移民政策,并制定更加合理和有效的方案。

Deep Dive

Shownotes Transcript

Despite continued protests over immigration policy, President Donald Trump in an online post yesterday directed immigration enforcement to deport more people in the country illegally, specifically those in major cities like Los Angeles, Chicago, and New York. Today, we're continuing to track what more restrictive immigration policy could cost the U.S. economy. But first: What's the biggest risk to the economy right now? The Federal Reserve has to decide.