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Monday May 19, 2025 - We recap last week’s 5-day win streak for the markets and preview the earnings week ahead.
2025/5/19
Best Stocks Now with Bill Gunderson
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Barry Kite
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Jeff Webster
Barry Kite: 作为 Gunderson Capital Management 的分析师，我回顾了上周市场的五日连涨，标普上涨超过 5.2%，道琼斯上涨 3.4%，纳斯达克上涨 7%。尽管市场表现强劲，但仍存在波动性，需要谨慎进入。此外，穆迪下调美国债务评级，这虽然不是第一次，但仍需关注其对市场的影响，特别是对 30 年期抵押贷款利率的潜在影响。我提到本周经济数据相对平静，但仍需关注美联储的讲话和贸易进展。
Jeff Webster: 作为顾问，我认同上周市场表现出色，但信用评级下调是一个需要关注的因素。虽然市场可能已经预料到这次降级，但长期来看，联邦债务膨胀、利率上升和持续的预算赤字等问题仍然存在。我强调航运业的关键指标是 20 英尺当量单位 (TEU)，并认为航运公司需要有效地管理运费和运营成本。
Deep Dive
This chapter recaps the previous week's positive market performance, including a five-day win streak across major indices. It also discusses the recent Moody's credit downgrade of U.S. debt and its potential impact.
- Five-day win streak for major market indices
- S&P up 5.2%, Dow up 3.4%, NASDAQ up 7%
- Moody's downgrades U.S. credit rating from AAA to AA1
- Concerns about ballooning federal debt and political polarization
Shownotes Transcript
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