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cover of episode Thursday Mar. 20, 2025 - Fair trade vs. unfair trade

Thursday Mar. 20, 2025 - Fair trade vs. unfair trade

2025/3/20
logo of podcast Best Stocks Now with Bill Gunderson

Best Stocks Now with Bill Gunderson
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Bill Gunderson: 我认为纳斯达克市场可能已经触底。美联储维持利率不变，暗示今年将降息两次，这提振了市场。特朗普政府时期的贸易代表罗伯特·莱特希泽认为，巨额贸易逆差导致财富从美国转移到其他国家，而公平贸易协议本不应导致这种结果。这解释了特朗普政府为何采取关税措施。美联储将个人消费支出价格指数通胀率上调至2.7%，但预计不会持续高涨，并将GDP增长率上调至1.8%，贸易逆差限制了增长。市场对美联储降息次数的预期与美联储的表态存在分歧，一部分人认为降息次数会超过两次。特朗普计划对一些国家实施新的对等关税，以回应这些国家对美国商品征收的高关税。自特朗普就职以来，10年期国债收益率下降了60个基点，降低了政府的债务成本。 Barry Kite: (在讨论中，Barry Kite主要对Bill Gunderson的观点进行回应和补充，例如对贸易战、关税以及美联储政策的讨论，但没有提出独立的核心论点。因此，此处无法提供Barry Kite的200字以上核心论点总结。)

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This chapter provides a comprehensive market update following a Fed decision, covering key indices like NASDAQ, Dow, and S&P, interest rates, gold, and Bitcoin. It also delves into the impact of the Fed's actions and the ongoing trade discussions.
  • NASDAQ, Dow, and S&P performance
  • Interest rates at 4.19%
  • Gold at 3,041
  • Bitcoin up 1,500
  • Fed held rates steady, indicated two rate cuts
  • Growth rate GDP bumped up to 1.8%
  • Inflation at 2.7%

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