We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Job Openings Next in Week Dominated by Labor Data

Job Openings Next in Week Dominated by Labor Data

2025/6/3
logo of podcast Schwab Market Update Audio

Schwab Market Update Audio

AI Deep Dive AI Chapters Transcript
People
K
Keith Lansford
L
Lizanne Saunders
Topics
Keith Lansford: 本周市场关注焦点集中于劳工数据的发布,特别是周五的非农就业报告。同时,中美贸易政策的动向也牵动市场神经,白宫方面表示两国领导人本周或将通话。虽然目前来看,关税紧张局势对就业和零售等硬性数据影响不大,但四月份的个人支出报告略显疲软。如果就业数据表现不佳,市场可能会预期美联储将更倾向于降息。然而,关税引发的通胀是潜在的风险因素。此外,地缘政治风险,如俄乌冲突升级和伊朗核问题,也可能影响市场情绪。 Lizanne Saunders: 五月份的ISM制造业指数低于预期,暗示经济可能面临滞胀风险。关税的不确定性持续对制造业造成负面影响。虽然保护主义政策可能对美国钢铁企业有利,但同时也可能提高下游企业的成本,损害其利润率。清晰的贸易政策有助于市场稳定,但贸易摩擦可能引发市场波动。

Deep Dive

Shownotes Transcript

Job openings are seen at around 7 million, low for the post-Covid era. CrowdStrike reports after the close. Yields are in focus after climbing Monday on new inflation concerns.

Important Disclosures

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.

All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.

Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance.

Investing involves risk, including loss of principal.

Diversification strategies do not ensure a profit and do not protect against losses in declining markets.

Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.

The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.

Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.

The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.

(0130-0625)