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cover of episode Inflation Data, Bank Stress Tests, Sentiment Ahead

Inflation Data, Bank Stress Tests, Sentiment Ahead

2025/6/27
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Schwab Market Update Audio

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C
Colette O'Claire
C
Cooper Howard
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Michelle Gibley
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Colette O'Claire: 作为一名主持人,我观察到五月份的个人消费支出价格数据,虽然不是美联储下次会议前的最终通胀数据,但它仍然是决策者考虑是否在夏季降息的重要因素之一。分析师普遍预计核心PCE读数将相对温和,环比上涨0.1%。这个数据对于市场对未来利率走向的预期有重要影响,因此投资者需要密切关注。 Cooper Howard: 作为一名固定收益策略师,我分析了GDP数据,虽然具有滞后性,但被下调,表明经济不如最初预期的那么强劲。失业数据显示,失业后更难找到工作,这进一步证明劳动力市场正在走弱。今天的PCE数据将是美联储会议前的最后一份PCE报告,尽管6月份的消费者和生产者价格将在7月中旬公布。7月份降息的可能性有所增加,但如果真的发生,那将是一个意外。

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Investors brace for May PCE prices, Fed stress test results on big banks, and final June consumer sentiment. Nike shares are under a microscope after earnings.

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