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cover of episode Time for a national debt history lesson

Time for a national debt history lesson

2025/7/1
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Marketplace
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A
Amol Shah
A
Anvithi Bahuguna
C
Christine Mackey
E
Eric Schneider
J
Justin Wolfers
K
Kathleen Day
K
Kevin Howell
L
Lou Chen
M
Macrina Wilkins
M
Melissa Ehrman
M
Michael Baker
M
Michael Brown
R
Robert Dietz
R
Rohit Chopra
S
Seth Basham
S
Stacey Lang
T
Tamika Hunter
T
Thomas Champeau
Topics
Robert Dietz: 由于高昂的融资成本，公寓建设市场经历了显著的放缓。2024年公寓开工量下降了25%，这表明高利率对建筑活动产生了直接影响。虽然市场在经历前几年的繁荣后有所回落，但住房负担能力和建造成本仍然是限制因素，预示着2025年的开局缓慢。不过，我们预计未被满足的需求将推动开发商在今年开始建造更多的公寓。 Lou Chen: 许多阳光地带城市的公寓空置率高于正常水平，超过8%甚至9%。这种高空置率对建筑业造成了抑制，同时也对租金增长构成下行压力，这对租房者来说是个好消息。这些地区的建筑活动因此受到限制，反映出供需之间的不平衡。 Macrina Wilkins: 承包商面临着来自关税、税率和劳动力供应等多方面的不确定性。建筑材料成本在未来一个月甚至六个月内的变化难以预测，这使得承包商在承接新项目时犹豫不决。这种不确定性对整个建筑行业产生了广泛的影响，导致项目延期和投资减少。

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Shownotes Transcript

The Senate just narrowly passed the latest version of the GOP tax and spending bill, and the House will vote on it tomorrow. Nonpartisan experts at the Congressional Budget Office say the bill will add more than $3 trillion to the national debt, which is already a whopping $36.2 trillion. In this episode, a few economic historians tell us how we got here. Plus: Construction spending falls again, Home Depot goes after large-scale pros and the stock market rallies.

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