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cover of episode Bank of Japan, Verizon, American Express in Focus

Bank of Japan, Verizon, American Express in Focus

2025/1/24
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Schwab Market Update Audio

AI Deep Dive AI Chapters Transcript
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Colette O'Clare
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Cooper Howard
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Kevin Gordon
Topics
Colette O'Clare:今天市场关注的焦点是日本央行的利率决议以及Verizon和American Express的财报。周四华尔街创下新高,市场普遍对经济和企业盈利持乐观态度。下周美联储将召开会议,并公布重要的美国通胀数据,大型科技公司的财报也将陆续公布。 市场近期出现反弹,但反弹的力度并不强劲。Kevin Gordon指出,参与度不足,只有49%的成员交易价格高于50日移动平均线。如果利率波动性保持低位,牛市可以继续前进,但参与度不足会增加前进速度放缓的风险。最近的波动性消除了一部分投机泡沫,但如果乐观情绪回归而市场宽度减弱,则预兆不佳。 市场普遍预期美联储将在本次会议上暂停加息,但日本央行的利率决议可能会对美国国债和股票交易产生影响。上次日本央行加息导致日元套利交易逆转,高增长美国股票被抛售,但目前市场状况与上次不同。 长期国债收益率上涨,这可能反映了市场对日本央行决议的预期以及对美国经济增长乐观的预期。Cooper Howard认为,尽管10年期国债收益率已从近期高点回落,但收益率仍有可能继续上涨。 下周大型科技公司将公布财报,这些公司的股价上涨支撑了市场。美国上周首次申请失业救济人数上升,这可能有助于抑制国债收益率。American Express的财报将反映企业和高端消费者的支出情况;Verizon上次财报未达预期,并因在高速互联网业务上的大量支出而令投资者担忧。 周四多个板块上涨,显示出比本周早些时候更谨慎的市场定位。非科技公司的强劲业绩以及油价下跌帮助市场上涨。标普500指数的相对强弱指标(RSI)上升,可能暗示超买。主要股指均创下新高。 Kevin Gordon:市场反弹,但参与度不足,只有49%的成员交易价格高于50日移动平均线。如果利率波动性保持低位,牛市可以继续前进,但参与度不足会增加前进速度放缓的风险。最近的波动性消除了一部分投机泡沫,但如果乐观情绪回归而市场宽度减弱,则预兆不佳。 Cooper Howard:长期国债收益率可能继续上涨,尽管10年期国债收益率已从近期高点回落。

Deep Dive

Chapters
This chapter analyzes the Bank of Japan's rate decision and its potential effects on US treasuries and equities. It also discusses the increase in Treasury yields and differing perspectives on future yield movements.
  • Bank of Japan's rate decision and its impact on US markets
  • Increase in Treasury yields, particularly on the long end of the curve
  • Potential for further yield increases
  • Market positioning and past precedents

Shownotes Transcript

The Bank of Japan's rate decision and earnings from American Express and Verizon could vie for investor focus today to end a short week that's seen gains for stocks and yields.

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