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cover of episode The Fed, A “Fool,” & College Politics 5/8/25

The Fed, A “Fool,” & College Politics 5/8/25

2025/5/8
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Squawk Pod

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A
Andrew Ross Sorkin
美国知名金融记者和作家,担任《纽约时报》金融专栏作家和CNBC《早间交易》共同主播。
B
Becky Quick
以其财经新闻专长和独特采访风格而闻名的CNBC电视记者和新闻主播。
J
Jay Powell
J
Joe Kernan
K
Katie Kramer
S
Scott Bok
S
Steve Liesman
知名经济记者,曾获普利策奖和艾美奖,现任 CNBC 高级经济记者。
T
Ted Cruz
Topics
Katie Kramer: 我认为美国应该优先发展人工智能技术,即使存在风险。与其让其他国家拥有致命机器人,我宁愿美国拥有。我们不能因为害怕而停止进步。 Becky Quick:美联储的决定没有明确表示他们更担心通货膨胀还是经济增长。与中国相比,英国的贸易协议对美国经济的影响较小。市场似乎认为关税不会造成严重的经济问题。关税政策的不确定性可能会导致企业推迟投资和招聘。市场对美联储维持利率不变的反应积极,这可能暗示市场认为经济形势良好,无需降息。由于经济的不确定性,我们可能还没有看到经济放缓的迹象。 Joe Kernan:当前的经济数据支持美联储维持利率不变。关税政策的不确定性可能会导致企业推迟投资和招聘。美联储的声明未能明确其更担忧通货膨胀还是经济衰退。 Andrew Ross Sorkin:市场已经消化了负面因素,如果现在卖出,将会错过市场反弹的机会。人们对关税是否会对经济造成影响存在分歧,这决定了人们对美联储是否需要降息的看法。美联储主席鲍威尔承认存在经济衰退的可能性。 Steve Liesman:美联储维持利率不变,并表示将等待关税等政策的影响消退后再做决定。美国经济的活力和企业适应变化的能力,使得经济预测存在不确定性。如果关税政策能够明朗化,企业将更有信心进行投资和扩张。 Jay Powell:目前判断关税政策对经济的影响还为时尚早,美联储将等待更多信息后再决定是否调整利率。 Ted Cruz: 人工智能技术具有变革性意义,美国应采取轻度监管措施,以保持竞争力并领先于中国。虽然人工智能技术存在风险,但美国不能因为害怕而停止发展。特朗普政府应该利用关税作为杠杆,与贸易伙伴谈判达成更低的关税。将关税作为永久性措施,将对美国经济造成灾难性后果。国会在医疗补助改革中,应重点打击欺诈行为并实施工作要求。永久性关税实际上是对美国人民的税收,应该利用关税作为谈判筹码。特朗普总统有机会成为美国历史上最支持自由贸易的总统。许多人都在敦促特朗普总统利用关税杠杆来争取美国工人的利益。 Scott Bok: 对美国高校的文化战争,其影响远超言论自由和反犹太主义。大多数大学生并非社会活动家,他们更关注职业发展。美国顶尖大学的学生主要学习与就业相关的专业。对大学的“觉醒”或多元化、公平和包容性政策的强烈反对,是文化战争的一部分。美国政府对大学的行动,可能会损害美国高等教育的领导地位。大学的免税地位至关重要,政府的行动可能会导致其丧失。华尔街的运作方式已经发生了变化,其影响力也下降了。尽管华尔街的文化发生了变化,但它仍然是一个良好的职业起点。 supporting_evidences Becky Quick: 'China is not the U.K....But I will tell you, China does not like to see this because China has been warning other countries not to appease the United States because they're worried about what happens if the United States is not the country that's going to buckle under China so quickly.' Joe Kernan: 'But what about what about the uncertainty that CEOs are feeling? Aren't you isn't capital being capital allocation being delayed on things being delayed or isn't hiring being delayed?' Andrew Ross Sorkin: 'And then if you go like this and, oh, I see these horrible things I'm selling, you look right in front of you and that's not the way the markets work. It's not the way they work.' Steve Liesman: 'Officials maintain that holding pattern that they've been in for monetary policy. Suggested they could be on hold for a little bit here until the fog from the economic impact of tariffs and other fiscal policies clear.' Jay Powell: 'I don't think we can say, you know, which way this will shake out. I think there's a great deal of uncertainty about, for example, where tariff policies are going to settle out. And also when they do settle out, what will be the implications for the economy, for growth and for employment?' Ted Cruz: 'I think AI is utterly transformative...I want America to win the race for AI, to beat China.' Scott Bok: 'I mean, I believe then, and I think clearly it's played out now, that what was at stake was far more than free speech and anti-Semitism.'

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Shownotes Transcript

President Trump has reached a trade deal with the United Kingdom), and the Federal Reserve is keeping interest rates steady). The decision prompted a post from President Trump calling Fed Chair Jay Powell a “fool,” but one that he likes. CNBC’s Steve Liesman breaks down Chair Powell’s commentary and the latest economic data. Senator Ted Cruz (R-TX) discusses US competition in AI ahead of his hearing with tech leaders including OpenAI’s Sam Altman and AMD’s Lisa Su). Sen. Cruz discusses the Trump administration’s tariffs and price controls on Medicaid drugs. Plus, Scott Bok was chair of the University of Pennsylvania’s board when the university’s president was pushed out after the Israel-Hamas war began in 2023. In this episode, he discusses the shifting culture and politics both on and toward U.S. college campuses.

 

Sen. Ted Cruz - 22:42

Scott Bok - 36:10

 

In this episode:

Ted Cruz, @SenTedCruz)

Steve Liesman, @steveliesman)

Becky Quick, @BeckyQuick)Joe Kernen, @JoeSquawk)

Andrew Ross Sorkin, @andrewrsorkin)

Katie Kramer, @Kramer_Katie)