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Tuesday May 20, 2025 - Important update on trade deals
2025/5/20
Best Stocks Now with Bill Gunderson
B
Bill Gundersen
Bill Gundersen: 我认为目前的贸易谈判涉及多个方面，从日本到韩国，再到欧盟和印度等。虽然特朗普政府寻求更公平的贸易环境，但这些谈判也带来了不确定性。穆迪下调美国债务评级后，市场最初反应不佳，但随后表现出韧性。虽然关税的影响尚不明确，但许多公司并未明确表示关税对其盈利造成重大影响。美联储官员对贸易谈判带来的不确定性表示担忧，这可能导致他们推迟降息。不过，其他国家央行已经开始降息。如果其他国家不真诚合作，美国可能会恢复之前的关税水平。黄金是对冲贸易谈判风险的有效工具，而投资配置应根据当前环境进行调整，避开石油天然气、利率敏感型行业和重工业等领域。目前，美国正在与印度积极谈判贸易协议，并与日本进行高级别会谈，台湾也认为与美国的贸易摩擦是正常现象，最终会得到解决。
Deep Dive
This chapter provides a snapshot of the current market conditions, highlighting a slight downturn in major indices like the Dow, NASDAQ, and S&P. It also discusses updates on various trade deals and the impact of tariffs on different sectors, noting the uncertainty in the market due to ongoing negotiations.
- Dow down 50 points, NASDAQ down 100, S&P down 18 points
- Gold up 40 basis points, oil at $62.33
- Ongoing trade battles with Japan, Korea, EU, and India
- Moody's downgrade of U.S. debt
- Fed governors express concern over uncertainty regarding trade agreements
- Countries and central banks cutting interest rates while the Fed remains cautious
Shownotes Transcript
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