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.

Avsnitt(1183)

Dmitry Shevelenko on Perplexity's Vision for Reshaping the Internet

Dmitry Shevelenko on Perplexity's Vision for Reshaping the Internet

The news business isn't a great one these days. At least for a lot of legacy outlets (newspapers, cable networks, print magazines etc.), the Internet has obliterated their business model. And now AI i...

6 Nov 202539min

San Francisco's New Mayor on Homelessness, Unaffordability, and AI

San Francisco's New Mayor on Homelessness, Unaffordability, and AI

New York City is about to elect a new mayor, and whoever it is will have to address growing challenges like unaffordability, homelessness, and other basic quality-of-life challenges. Very few of these...

3 Nov 202536min

How Hudson River Trading Actually Uses AI

How Hudson River Trading Actually Uses AI

Unfortunately, it doesn't seem as though you can get great stock picks just by going to ChatGPT and asking it to recommend some investments. And yet financial firms of all sorts — including trading fi...

31 Okt 202555min

The Movement That Wants Us to Care About AI Model Welfare

The Movement That Wants Us to Care About AI Model Welfare

You hear a lot about AI safety, and this idea that sufficiently advanced AI could pose some kind of threat to humans. So people are always talking about and researching "alignment" to ensure that new ...

30 Okt 202550min

Why It's Still So Expensive to Build Homes in America

Why It's Still So Expensive to Build Homes in America

Everyone has an opinion on why housing is so expensive in America -- and to be fair, there are probably a lot of reasons for it. But one simple factor is that homes are expensive to build. Unlike many...

27 Okt 202546min

The Hidden Supply Chain Making Every Menu Feel Familiar

The Hidden Supply Chain Making Every Menu Feel Familiar

If you go out to eat at a restaurant, whether it's a fast food chain or a Michelin-starred bistro, there's a good chance the ingredients on your plate came from the same source. Sysco is the dominant ...

25 Okt 202540min

Daniel Yergin on What Happened to the Energy Transition

Daniel Yergin on What Happened to the Energy Transition

A few years ago, governments and corporations were brimming with optimism about the prospect of getting to net-zero in the efforts against climate change. Today, you hear a lot less about that. And wh...

24 Okt 202544min

Why The World Started Hedging Its US Dollar Exposure

Why The World Started Hedging Its US Dollar Exposure

Some economists expected that the dollar would strengthen when the tariffs were imposed. Instead, the opposite happened. The dollar fell sharply and it's been a poor performer all year. Concurrently, ...

23 Okt 202546min

Populärt inom Business & ekonomi

framgangspodden
varvet
svd-tech-brief
rss-jossan-nina
rss-borsens-finest
badfluence
rss-svart-marknad
uppgang-och-fall
avanzapodden
fill-or-kill
bathina-en-podcast
rss-inga-dumma-fragor-om-pengar
tabberaset
rikatillsammans-om-privatekonomi-rikedom-i-livet
rss-dagen-med-di
lastbilspodden
24fragor
borsmorgon
kapitalet-en-podd-om-ekonomi
bilar-med-sladd