Anna Wong: Empty Shelves Are Coming Soon
Odd Lots25 Apr 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.

Episoder(1180)

Episode 11: How David Bowie Became a Financial Product

Episode 11: How David Bowie Became a Financial Product

When the world lost David Bowie this month, it lost one of modern music's undisputed geniuses. Less well-known is Bowie's contribution to the financial world. In this episode of Odd Lots, hosts Tracy ...

19 Jan 201633min

Episode 10: How the World Ended Up With a Boring Banana

Episode 10: How the World Ended Up With a Boring Banana

This week, we're taking on one of the most fragile commodities markets around. No, it's not oil (though we do get to that later in the program), it's the market for bananas. Dangerously reliant on a s...

11 Jan 201631min

Episode 9: The 2016 Predictions Episode

Episode 9: The 2016 Predictions Episode

(Bloomberg) -- It’s a new year and a new episode of Odd Lots. Co-hosts Joe Weisenthal and Tracy Alloway have re-stoked our proverbial holiday fire, refilled our wine glasses and are ready to continue ...

4 Jan 201622min

Episode 8: These Were Our Favorite Stories of 2015

Episode 8: These Were Our Favorite Stories of 2015

(Bloomberg) -- Gather ‘round the Odd Lots fire. Co-hosts Joe Weisenthal and Tracy Alloway have assembled a collection of Bloomberg News reporters and editors to spread holiday cheer by sharing their f...

28 Des 201522min

Episode 7: How One Woman Tried To Sound Housing Crash Alarm

Episode 7: How One Woman Tried To Sound Housing Crash Alarm

The film “The Big Short” has sparked lots of attention about the origins of the financial crisis and the people who saw it coming. While lot of attention is being paid to a few men who made a fortune ...

21 Des 201522min

Episode 6: Meet The Man Who Made Millions Trading Mules

Episode 6: Meet The Man Who Made Millions Trading Mules

This week we're thinking about what it means to be a trader in today's electronified markets and contrast it with trading in the era of horse and buggies. That's right, we're going back in time to tal...

14 Des 201525min

Episode 5: 6,000 Years of Interest Rates

Episode 5: 6,000 Years of Interest Rates

(Bloomberg) -- What better way to prepare for what may be the first U.S. rate hike in almost a decade than to tour 6,000 years of interest-rate history? This week, Joe and Tracy speak with NYU Stern f...

7 Des 201522min

Episode 4: Can a Hedge Funder Cut Prescription Drug Costs?

Episode 4: Can a Hedge Funder Cut Prescription Drug Costs?

(Bloomberg) -- Hedge-fund manager Kyle Bass has a plan that could cut the high cost of prescription drugs in the U.S. -- and make himself a lot of money. The strategy: Take short positions in a number...

30 Nov 201519min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
tid-er-penger-en-podcast-med-peter-warren
utbytte
pengesnakk
liberal-halvtime
livet-pa-veien-med-jan-erik-larssen
morgenkaffen-med-finansavisen
rss-markedspuls-2
finansredaksjonen
rss-pa-konto
lederpodden
rss-politisk-preik
rss-investering-gjort-enkelt
stormkast-med-valebrokk-stordalen