Anna Wong: Empty Shelves Are Coming Soon
Odd Lots25 Huhti 2025

Anna Wong: Empty Shelves Are Coming Soon

If you look at most of the official hard data right now, there still isn't much evidence of a sharp downturn. Sure, all the surveys are abysmal, but the actual measures of economic activity are ok. But there is already data showing something severe is happening, and that can be seen in the volume of cargo flowing from China to the US. Of course, this is intentional. This is the whole point of tariffs. But the fear is that this is going to be acute and dramatic to consumer companies, and that it will happen very soon. On this episode of the podcast we speak with Anna Wong, Chief US Economist at Bloomberg Economics, who walks us through the real life and macro-economic impact of what we've already seen. She says that the tariffs hit right at the moment that major retailers are planning for their holiday merchandise, and that before too long we'll start seeing fewer goods and fewer varieties of all kinds of things. We also discuss the inflation dynamics, and how tariffs may not show up in terms of higher CPI, but instead through higher layoffs, compressed profit margins, and falling real wages.

Read More: The Jaws That Could Devour Your Profit Margins

Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox — now delivered every weekday — plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots

See omnystudio.com/listener for privacy information.

Jaksot(1180)

Merryn Talks Money: John Law, The Gambler Who Invented Modern Money (Part 1)

Merryn Talks Money: John Law, The Gambler Who Invented Modern Money (Part 1)

Hello Odd Lots listeners! As we take a break for the holidays we'd like to take a moment and bring you an episode by one of our sister shows here at Bloomberg Podcasts, Merryn Talks Money. In this sp...

26 Joulu 202533min

Scott Kupor's New Plan to Bring Tech Workers Into the Federal Government

Scott Kupor's New Plan to Bring Tech Workers Into the Federal Government

If you're a high-skilled tech worker, then potentially huge fortunes await you working for a startup or one of our booming AI giants. But the government needs these types of workers too. And the gover...

25 Joulu 202559min

Why Americans Are Falling Behind on Auto Loans At Their Highest Level Ever

Why Americans Are Falling Behind on Auto Loans At Their Highest Level Ever

By and large, American households are in a healthy economic position. Yes, unemployment has been rising, but it's still at fairly low levels. Consumer spending has held up well despite terrible sentim...

22 Joulu 202550min

The Booming Business of Chinese Peptides

The Booming Business of Chinese Peptides

You probably already know someone doing peptides — the amino acids that form the basis of popular new drug treatments like Ozempic and Wegovy. Today there are peptides meant to help with everything fr...

19 Joulu 202548min

Meet the Politician the AI Industry Is Trying to Stop

Meet the Politician the AI Industry Is Trying to Stop

The politics of AI are already exploding. Whether we're talking about data centers, electricity prices, labor displacement, water consumption, competition with China, or users of chatbots becoming psy...

18 Joulu 202547min

MeatEater's Steven Rinella on the Economic History of Hunting

MeatEater's Steven Rinella on the Economic History of Hunting

When we think about America’s economic rise, we usually point to agriculture or the industrial revolution. But in the early days of colonization, one of the biggest economic drivers wasn’t crops or fa...

15 Joulu 202554min

D.A. Wallach Explains Why Biotech VC Is So Different

D.A. Wallach Explains Why Biotech VC Is So Different

Most people think of venture capital as funding software startups or, these days, some new AI tool. But VC also plays a major role in developing new medicines and treatments. That’s the world of D.A. ...

12 Joulu 202550min

This Is What It Takes to Get a Data Center Financed

This Is What It Takes to Get a Data Center Financed

Data centers are weird things. They're partly real estate assets. They're partly extremely advanced technological products. And they have to find a way to consume a tremendous amount of electricity fr...

11 Joulu 202545min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
rss-rahapodi
mimmit-sijoittaa
ostan-asuntoja-podcast
rss-rahamania
rss-sisalto-kuntoon
rahapuhetta
sijoituspodi
herrasmieshakkerit
rss-laakispodi
rss-bisnesta-bebeja
rss-karon-grilli
rss-draivi
rss-sami-miettinen-neuvottelija
rss-lahtijat
rss-seuraava-potilas
rss-paasipodi
rss-tyoelamasta-podcast
rss-myynnin-mehustamo