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cover of episode Digesting Fed Minutes and Nvidia, Market Eyes GDP

Digesting Fed Minutes and Nvidia, Market Eyes GDP

2025/5/29
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Schwab Market Update Audio

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Keith Lansford
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Keith Lansford: 今天市场关注多个零售商的财报,以及英伟达和Salesforce的业绩。虽然一些零售商对未来业绩指引持谨慎态度,但总体零售需求依然强劲。英伟达的业绩超出预期,但其增长幅度不如过去。由于美国出口管制,英伟达在中国市场面临挑战,导致其营收受到影响。Salesforce的业绩也超出预期,并提高了全年营收指引。今天还将公布第一季度GDP的第二次估算,预计与第一次估算相比没有变化。此外,每周初请失业金人数可以更好地了解当前的就业市场和经济趋势。美联储的会议纪要显示,决策者计划在经济和贸易动荡中保持谨慎,并担心经济可能疲软,损害就业增长,甚至通胀可能因关税而跳升。我个人认为,这些因素共同影响了今天的市场表现,投资者情绪谨慎。

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The podcast discusses the upcoming earnings season, focusing on retail companies such as Best Buy, Foot Locker, and Kohl's. Despite the macroeconomic environment, retail demand appears strong.
  • Earnings reports from Best Buy, Foot Locker, and Kohl's are expected.
  • Retail demand was generally strong last quarter.
  • Several retailers were hesitant to provide guidance due to the complex macroeconomic environment.

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Nvidia and Salesforce results late yesterday remain factors along with a slew of retail earnings today, including Best Buy and Costco. GDP and jobless claims are data highlights.

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