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cover of episode Here's Why Uncertainty Is An Economic Killer

Here's Why Uncertainty Is An Economic Killer

2025/4/20
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Odd Lots
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People
J
Joe Weisenthal
通过播客和新闻工作，提供深入的经济分析和市场趋势解读。
S
Stephen Carroll
Topics
Tobias Meyer: 美国经济政策的频繁变化使得企业难以做出决策，例如是否新建工厂、增加订单或雇佣员工等。这种不确定性使得企业难以规划未来，从而影响投资和经济增长。 Stephen Carroll: 经济政策的不确定性会严重损害经济，导致企业放缓投资和发展。这种不确定性使得企业不敢进行大规模投资，从而影响经济增长。 Joe Weisenthal: 当前经济不确定性包含两个方面：一是贸易环境变化已成定局，但盈利模式尚不明确；二是变化的具体内容和目标不明确。白宫内部信息传递混乱，缺乏一致的政策目标，加剧了不确定性。白宫内部存在不同目标和优先级，总统本人的政策意图也不明确，导致政策不确定性。与以往的经济危机相比，当前的不确定性程度更高，因为目标不明确。高度的不确定性导致企业不敢进行重大投资，并导致金融市场收紧，增加了企业的运营成本。企业难以完全适应持续的不确定性，只能采取保守策略，例如减少风险、储备资金和削减开支。当前经济环境下，企业更关注的是如何削减成本、保存资金和维持运营。虽然市场波动有所减弱，但仍处于高度不确定性状态。

Deep Dive

Chapters
This chapter explores the economic consequences of uncertainty, particularly in the context of rapidly changing US economic policies. The uncertainty makes decision-making extremely difficult for businesses, leading to delays and reduced investment.
  • Uncertainty in US economic policy creates challenges for businesses.
  • Difficulty in making decisions about investments, hiring, and operations.
  • Uncertainty leads to a slowdown in economic activity.

Shownotes Transcript

Here's Why** is Bloomberg’s short explainer podcast, where we take one big news story and break it down in just a few minutes—with help from our experts across the newsroom. We're dropping into your feed with a special episode featuring Joe Weisenthal*, co-host of Bloomberg’s Odd Lots* podcast, who joined us while in London. In this episode: The near-daily shifts in U.S. trade policy have rattled markets and made both businesses and consumers uneasy about spending. What kind of damage does all this uncertainty cause to the economy? And is it something we’ll eventually get used to? Joe joins Stephen Carroll* to break it all down. Like what you hear? Subscribe to the Here’s Why* podcast for more quick, expert-driven explainers available via the links below every Friday. 

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