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cover of episode Apple Results, PCE Prices Take Center Stage

Apple Results, PCE Prices Take Center Stage

2025/1/31
logo of podcast Schwab Market Update Audio

Schwab Market Update Audio

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Colette O'Clare
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我关注到苹果公司周四公布的季度财报,盈利略好于分析师预期,但iPhone收入低于预期,这引发了市场关注。 此外,今日公布的12月个人消费支出价格指数(PCE)数据,是美联储关注的通胀指标,市场普遍预期核心PCE同比增长2.8%,这可能意味着美联储不会很快降息。美联储主席鲍威尔也表示,除非通胀进一步下降,否则利率目标区间不太可能下调。 10年期美国国债收益率下降,利好房地产和小盘股等对利率敏感的板块。尽管GDP数据疲软,但市场预计3月份降息的可能性仍然较低。 今日还将公布芝加哥PMI数据和中国制造业PMI数据。周四市场整体表现改善,但标普500指数的相对强弱指标(RSI)有所下降,表明市场动能减弱。特朗普宣布对加拿大和墨西哥商品加征关税,这可能会对某些美国公司造成负面影响。防御性板块表现强劲,科技板块表现疲软。今日将公布艾伯维和埃克森美孚的财报。周四主要股指上涨。

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Investors mulled Apple's quarterly results and awaited the Fed's favorite inflation indicator, PCE prices. Exxon Mobil and AbbVie report today and payrolls data are next week.

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