US Inflation Accelerates as Prices Climb, Dimon on Markets, More

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Bloomberg News Now 7 min 10 speakers 3 chapters transcribed 4 months ago
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Stephen Carroll 0:00
Hello, I'm Stephen Carroll. I'm in Brussels, where many of Europe's biggest decisions get made.
Caroline Hepke 0:05
And I'm Caroline Hepke in London. We're the hosts of the Bloomberg Daybreak Europe podcast.
Stephen Carroll 0:10
We're up early every weekday, keeping an eye on what's happening across Europe and around the world.
Caroline Hepke 0:15
We do it early so the news is fresh, not recycled, and so you know what actually matters as the day gets going.
Stephen Carroll 0:21
From Brussels, I'm following the politics, policy and the people shaping the European Union right now.
Caroline Hepke 0:27
And from London, I'm looking at what all that means for markets, money and the wider economy.
Stephen Carroll 0:33
We've got reporters across Europe and around the globe feeding in as stories break.
Caroline Hepke 0:37
So whether it's geopolitics, energy, tech or markets, you're hearing it while it happens.
Stephen Carroll 0:43
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Caroline Hepke 0:45
And it fits into your morning.
Stephen Carroll 0:46
You can find new episodes of the Bloomberg Daybreak Europe podcast by 7am in Dublin or 8am in Brussels, Berlin and Paris on Apple, Spotify, YouTube or wherever you get your podcasts.
Monica Ricks 1:01
News when you want it with Bloomberg News Now. I'm Monica Ricks. U.S. inflation continued to accelerate in April, led by a jump in gas and grocery prices, which exceeded wage growth. The Bureau of Labor Statistics reports the Consumer Price Index rose 3.8% from a year earlier, up about two-thirds percent from last month, marking the fastest pace since 2023. And Core CPI, which excludes food and energy, increased four-tenths percent from a month earlier. Bloomberg's Mike McKee has more on what caused this boost.
Mike McKee 1:30
If you want to look at what actually pushed it higher, I bet you won't be surprised to know that gasoline prices were up 5.4%. Electricity, though, also up 2.1%, a big rise there, so it may not help you to buy that electronic vehicle. Owner's equivalent rent was up half a percent. That's a bit of a statistical quirk because of the government shutdown last October. There were no data, so it takes six months to turn the housing market data around, and that is what resulted.
Monica Ricks 1:58
Bloomberg's Mike McKee reporting. Economists anticipate higher costs will stick around in the months ahead as this war in Iran continues, pushing prices even higher and making other goods and services more expensive. JPMorgan Chase Chairman and CEO Jamie Dimon weighed in on the market while speaking exclusively to Bloomberg's Francine Lacroix at its global market conference today in Paris.
Jamie Dimon 2:19
I think there's a little bit too much exuberance out there. It's not just the Middle East. It's, you know, Ukraine, Russia's still there, America, China. There are a lot of these complex issues which may or may not affect the market. But then there are issues like inflation, you know, that today's print wasn't so good. So, yeah, I think the market's kind of exuberant and it may not be completely justified.
Monica Ricks 2:37
JPMorgan Chase CEO Jamie Dimon on Bloomberg TV. He says AI will be a plus, but corporate profits are doing very well. He did stop short, though, predicting whether the next earnings season will be as good as this one due to impacts from the war and inflation. We check the markets for you all day long here at Bloomberg. And right now, the Dow is down about six tenths percent, the Nasdaq down one and a half percent, and the S&P is down about eight tenths percent. The 10-year Treasury yields at 4.4 percent. The two-year yields at 3.9 percent. Oil's also higher, with Brent crude up close to 4 percent, trading at $108 a barrel. President Trump is showing signs of frustration at a lack of progress in negotiations to end the war in Iran as the Strait of Hormuz remains all but closed.
Monica Ricks 3:20
Trump calling Iran's latest response to his latest peace proposal a piece of garbage and says a ceasefire between the U.S. and Iran is on massive life support. Those comments come as Trump gets set to meet with his Chinese counterpart, President Xi Jinping, in Beijing on Thursday. Defense Secretary Pete Hegseth's in the hot seat on Capitol Hill today, facing tough questions from Republicans and Democrats in Congress about the Trump administration's endgame for this war and the conflict's costs.

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