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cover of episode Higher electricity demand means higher electricity investment

Higher electricity demand means higher electricity investment

2025/6/25
logo of podcast Marketplace Morning Report

Marketplace Morning Report
AI Deep Dive AI Chapters Transcript
People
A
Andrew Zimbalist
D
Daniel Ackerman
D
David Brancaccio
E
Ed Herz
E
Elizabeth Troval
L
Lee Eagle
N
Nancy Marshall-Genzer
S
Stefan Szymanski
S
Steve Piper
Topics
David Brancaccio: 我目前在洛杉矶，密切关注着Jerome Powell在参议院的听证会。我了解到，Powell的证词对于理解当前经济政策走向至关重要，尤其是在特朗普总统的关税政策背景下。我将持续关注听证会的进展，并分析其对市场可能产生的影响。 Nancy Marshall-Genzer: 作为Marketplace的记者，我深入报道了Jerome Powell在众议院金融服务委员会的证词。我观察到，议员们多次询问美联储何时降息。Powell的回答非常谨慎，他反复强调，由于特朗普的关税政策可能引发通货膨胀，美联储需要保持警惕。关税的影响需要几个月才能在分销链中显现，预计在六月至八月才能看到显著影响。如果失业率上升，美联储可能会考虑降低利率，但目前美联储认为最好是等待，以便更全面地了解经济的可能走向。

Deep Dive

Chapters
Fed Chair Jerome Powell testified before the House committee, stating the Fed needs to be cautious about cutting interest rates due to President Trump's tariffs and their potential impact on inflation. The Fed will also monitor the unemployment rate, and a rise could lead to lower rates.
  • Jerome Powell's testimony before the House committee
  • Concerns about President Trump's tariffs and their effect on inflation
  • The Fed's cautious approach to interest rate cuts
  • Unemployment rate as a factor in interest rate decisions

Shownotes Transcript

Two sounds across much of the country this morning: the AC grinding away and the ticking up of your electric bill. With hotter temperatures and AI-driven data centers drawing so much power, investors are putting money into the power industry. Global investments in electricity could reach 50% more than what’s spent on bringing coal, natural gas, and oil to market. Plus, Fed Chair Jerome Powell testified before the House yesterday, and FIFA’s Club World Cup isn’t generating as much hype as hoped for.