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cover of episode After Late Surge to New Highs, Fed Minutes Await

After Late Surge to New Highs, Fed Minutes Await

2025/2/19
logo of podcast Schwab Market Update Audio

Schwab Market Update Audio

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J
Jeffrey Kleintop
K
Keith Lansford
N
Nathan Peterson
Topics
Keith Lansford: 今天市场关注的焦点是美联储上次会议的纪要以及房屋开工和建筑许可数据。最近房地产建筑商的情绪因利率上升而降至五个月低点。虽然标普500指数在周二的尾盘反弹中创下历史新高,但我们仍然需要警惕收益率上升和市场波动带来的潜在风险。 Nathan Peterson: 我认为,由于缺乏短期催化剂、相对较高的国债收益率以及关税问题,美国股市普遍处于观望状态。一些投资者资金似乎正在流向海外,寻求相对价值,正如中国和欧洲股市在过去五周的上涨所证明的那样。 Jeffrey Kleintop: 我关注的是,阿里巴巴可能会就人工智能以及美国计划对来自中国卖家的小包裹征收进口关税可能产生的影响提供指导。同时,沃尔玛的电商销售进展也备受关注,因为它正试图在该领域与亚马逊竞争。

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The Schwab Market Update podcast discusses the upcoming release of January housing data and the minutes from the Federal Reserve's last meeting, both of which could significantly influence market trends. Rising interest rates have already impacted homebuilders' sentiment, and the data is expected to show a decline in housing starts and permits.
  • January housing data (starts and permits) to be released at 8:30 a.m. ET
  • Homebuilders' sentiment at five-month lows
  • Expected sharp decline in housing starts and permits

Shownotes Transcript

Housing data and Fed minutes are next after a late rally sent the SPX to a new all-time closing high yesterday. Rising yields and volatility, however, remain potential hazards.

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