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cover of episode Investors Look Ahead to ECB Meeting, PPI Data

Investors Look Ahead to ECB Meeting, PPI Data

2024/12/12
logo of podcast Schwab Market Update Audio

Schwab Market Update Audio
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C
Colette O'Clare
M
Michael Townsend
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Colette O'Clare: 本期节目讨论了昨日美国市场因通胀数据上涨而带来的积极预期，以及投资者对欧洲央行即将举行的会议和美国生产者物价指数的关注。欧洲央行预计将降息，这与加拿大央行昨日的降息行动相呼应，投资者普遍预期美联储下周也将降息。尽管近期美国经济数据强劲，但11月消费者物价指数(CPI)数据符合预期，并未显示通胀朝着美联储2%目标的进展，核心CPI连续四个月保持在0.3%的月度增长率。即将公布的11月生产者物价指数(PPI)将提供关于批发价格的进一步信息，市场预期核心月度PPI增长0.2%，低于10月份的0.3%。PPI通常下降速度快于CPI，这可能预示着CPI未来将下降。昨日的CPI数据显示住房通胀增长温和，但食品、天然气和保险价格上涨导致CPI粘性。科技股在CPI数据公布后结束了两天的低迷，半导体股领涨，纳斯达克综合指数首次突破20000点。特斯拉股价创下历史新高。标准普尔500指数上涨0.82%，道琼斯工业平均指数下跌0.22%，纳斯达克指数上涨1.77%。 Michael Townsend: 虽然最新的CPI数据足以使美联储保持在下周降息25个基点的轨道上，但也表明抗击通胀的斗争将持续到特朗普政府时期，届时通胀可能会因关税、驱逐出境和其他政策决定而承受更大压力。

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Yesterday's rally followed an in-line CPI that raised hopes for a rate cut next week. Today, the ECB is expected to cut rates, and U.S. PPI will provide a look at wholesale prices.

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