We're stocking up
Summary
Marketplace examines rising U.S. trade deficits and inventory levels, attributing the surge to strong AI data center demand and resilient consumer spending. The episode features an interview with economist E.J. Ume, who argues that the recent spike in Black unemployment serves as a critical bellwether for labor market weakness and the disparate impacts of monetary policy. Additionally, the show covers France’s fiscal crisis as high interest rates threaten its debt sustainability, and highlights the new Skydance ticker following its acquisition of Warner Bros. Discovery.
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