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cover of episode Even if it doesn't feel good, consumers are still spending

Even if it doesn't feel good, consumers are still spending

2025/5/13
logo of podcast Marketplace Morning Report

Marketplace Morning Report
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People
C
Claudette Powell
D
David Brancaccio
J
Joshua Rhodes
L
Lauren Seidel Baker
N
Nova Sofo
R
Ramtin Siyashanti
S
Steve Nadel
Topics
David Brancaccio: 四月份的消费者物价指数（CPI）仅上涨了0.2%，低于预期，年度涨幅为2.3%，略有缓和。虽然关税的影响尚未完全显现，但华尔街银行正在降低今年经济衰退的风险，政策的不确定性依然存在。我观察到，尽管消费者和企业对未来感到不确定，但他们仍在继续消费，这为经济提供了一定的支撑。 Lauren Seidel Baker: 我认为今年不会出现经济衰退。即使第一季度GDP数据为负，主要原因是进口提前。消费者仍然有很强的购买力，工资增长速度超过了通货膨胀。虽然关税和其他因素导致物价上涨，但消费者目前有能力应对这些增长。即使消费者对支出感觉不佳，但他们仍在消费，这与普遍的悲观情绪相反。 Nova Sofo: 美国在四月份的关税收入达到了创纪录的160亿美元，比去年增加了90亿美元。这主要是由于关税提高和进口量增加。然而，随着中美贸易战的暂停，关税税率已经下降，进口量也在减少，这可能导致政府在未来的报告中显示出更少的关税收入。关税政策的变动直接影响了政府的财政收入和企业的经营策略。

Deep Dive

Shownotes Transcript

The consumer price index hit an annual rate of 2.3% last month. Consumer inflation clocked in at 0.2% from March to April — less than expected. While folks feel uncertain about the future, some data could reveal a more encouraging picture. Also on the program: how higher tariffs translate to revenue for the federal government and how an energy efficiency program that could get axed helps households and businesses save billions.