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cover of episode Fed in Spotlight but May Get Eclipsed by War Fears

Fed in Spotlight but May Get Eclipsed by War Fears

2025/6/18
logo of podcast Schwab Market Update Audio

Schwab Market Update Audio
AI Deep Dive AI Chapters Transcript
People
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Cooper Howard
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Kathy Jones
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Keith Lansford
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Nathan Peterson
Topics
Keith Lansford: 我认为，市场目前面临双重不确定性。一方面，美联储的利率决议即将公布，投资者们都在密切关注美联储对未来经济和利率路径的展望。另一方面，中东紧张局势的升级也让市场感到担忧，特别是特朗普政府可能采取的行动，这给市场带来了额外的风险。此外，美国零售销售数据疲软，也加剧了市场对经济放缓的担忧。 Nathan Peterson: 我认为，中东紧张局势确实对市场产生了一定的影响，导致波动性上升。但是，目前的波动性水平仍然可控，尚未达到过度水平。不过，如果美国真的卷入战争，那么波动性可能会进一步上升，市场可能会出现更大的动荡。 Cooper Howard: 我认为，五月份的零售销售报告好坏参半，控制组数据好于预期，但初步数据下降。这表明消费者支出可能正在发生变化，美联储可能会更加关注控制组数据，因为它对GDP有更大的影响。 Kathy Jones: 我认为，消费者正在减少可自由支配的支出，但仍然在网上购物。餐厅和酒吧的销售额下降，表明服务业需求可能正在放缓。这可能意味着经济正在降温，美联储可能需要采取行动来刺激经济。

Deep Dive

Chapters
The Federal Reserve meeting is scheduled for today, but concerns about potential U.S. involvement in the Middle East conflict are dominating investor attention. While a rate cut is unlikely, investors eagerly await the Fed's economic projections and rate path guidance. President Trump's social media posts further fueled market volatility.
  • Fed meeting on June 18th
  • Concerns about Middle East conflict and potential US involvement
  • Little chance of a rate cut
  • Investor focus on economic projections and rate path
  • Increased market volatility due to Trump's posts

Shownotes Transcript

The Fed isn't seen changing rates, but its projections and Powell's press conference will be watched. War concerns intensified yesterday on Trump's posts. Jobless claims loom.

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