We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Tuesday May 27, 2025
Topics
Bill Gunderson: 我认为市场对贸易关系缓和反应积极。特朗普政府暂停了对欧盟的关税，这似乎是市场反弹的模式。过去一周市场表现不佳，主要受欧洲预算法案和利率上升的影响。财政部长表示，他们正致力于在未来四年内削减赤字，但这需要时间，不能操之过急，否则可能导致经济衰退。特朗普还批评了苹果和欧盟，但现在看来，在贸易方面至少取得了一些进展。虽然只是推迟了90天，但贸易代表表示他们已经解决了许多问题，只剩下几个问题需要解决。 Barry Kite: 我认为贸易谈判的进展是积极的，即使需要时间。历史上，这些贸易协议可能需要两到三年才能完全敲定。欧盟作为一个国家联盟，决策过程通常比较缓慢。特朗普的强硬态度可能促使欧盟加快了谈判步伐。目前，谈判气氛良好，各方都在努力达成协议。

Deep Dive

Chapters
The market opened strong on May 27th, with the Dow and NASDAQ up significantly. However, China experienced some downturn due to tariffs, and gold was down due to delays in trade deals. Despite recent trade tensions, there's optimism regarding progress in EU-US trade negotiations.
  • Dow up 387 points (under 1%), NASDAQ up 337 points (1.80%), S&P up 1.34%
  • China stocks down due to tariff impact
  • Gold down 2.11% due to trade deal delays
  • Optimism regarding progress in EU-US trade talks despite 90-day delay

Shownotes Transcript

Empty