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cover of episode Jobs, Starbucks, GM Next with SPX Streak at Five

Jobs, Starbucks, GM Next with SPX Streak at Five

2025/4/29
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Schwab Market Update Audio

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Keith Lansford: 本周市场关注焦点集中在即将公布的众多公司财报、就业数据和消费者信心数据上。其中,3月份的职位空缺数据和4月份的裁员数据将为即将到来的非农就业报告提供参考,该报告可能首次显示与关税相关的企业担忧对就业市场的影响。政府部门的裁员也可能体现在数据中。此外,即将公布的美国第一季度GDP数据、个人消费支出价格指数(PCE)以及消费者信心数据都将对市场走势产生影响。 本周还将公布多家大型公司的财报,包括可口可乐、辉瑞、霍尼韦尔、通用汽车、星巴克和Visa等。这些财报将为投资者提供有关消费者支出、企业盈利能力以及对关税影响的预期等重要信息。 市场还将关注美联储的动向。目前美联储处于缄默期,市场预计5月份降息的可能性较小,但6月份降息的可能性较大。 此外,中国即将公布的月度制造业数据以及美国第一季度GDP数据也值得关注。 Colin Martin: 关税不确定性可能导致今年晚些时候劳动力市场疲软,因此过早的疲软报告可能对整体经济产生负面影响。尽管6月份降息的大门敞开,我们仍然预计下一次降息将在今年下半年某个时候进行。如果GDP数据为负,可能会吓坏市场。

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Job openings, consumer confidence data and results from GM, Starbucks, Coca Cola and Visa are on tap today, with the S&P 500 on a five-session win streak. Yields hit 3-week lows.

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