We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode More Trump Tariffs Cause Stocks to Skid

More Trump Tariffs Cause Stocks to Skid

2025/3/27
logo of podcast Schwab Market Update Audio

Schwab Market Update Audio

AI Deep Dive AI Chapters Transcript
People
A
Alberto Musilam
J
Jeffrey Kleintop
K
Keith Lansford
M
Michael Townsend
Topics
Keith Lansford: 我是凯斯·兰斯福德,这是施瓦布公司对3月27日周四市场的初步展望。在周三的抛售之后,股市希望能够重拾周一的一些涨势。 周三,由于特朗普总统准备在收盘后宣布新的汽车关税的消息,股市下跌。 Alberto Musilam: 圣路易斯联储主席阿尔贝托·穆西拉姆表示,美联储可能会推迟降息,因为通货膨胀存在高于美联储2%目标甚至更高的风险。他指出,关税上涨可能会加剧通货膨胀风险。 Michael Townsend: 关税持续是市场上的阴云,但下周关税最终生效后,情况可能会明朗。白宫释放了相互矛盾的信号,最初表示将对所有国家征收关税,后来又表示将首先针对与美国贸易逆差较大的10到15个国家。最初的计划是下周宣布对汽车、药品和半导体征收关税,但据报道这些计划将被推迟。 Jeffrey Kleintop: 不确定性让公司和投资者感到不安。尽管奢侈品和汽车集团表现不佳,但欧洲股市600指数的表现仍优于标普500指数。刺激措施的乐观情绪可能会支撑欧洲股市进一步上涨,而美国销售份额较高的公司下跌则可能导致其月度下跌。在对美国进口关税更加明朗之前,对汽车行业的降级评级不太可能逆转;汽车制造商是今年标普500指数中表现最差的行业群体;德国的刺激计划可能成为长期关键驱动因素。

Deep Dive

Shownotes Transcript

News that President Trump was planning on announcing new tariffs on autos after the market close, prompted a pullback. St. Louis Fed President Musalem gives inflation warning.

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.

(0131-0325)