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cover of episode Stubborn Inflation Concerns Fed

Stubborn Inflation Concerns Fed

2025/3/20
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Schwab Market Update Audio

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Colin Martin
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Keith Lansford
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Keith Lansford: 我是凯斯·兰斯福德,这是3月20日星期四的施瓦布市场更新播客。美联储公开市场委员会按预期维持关键利率不变。然而,FOMC声明中的关键变化是,不确定性程度有所提高。我们还关注今天公布的一些重要经济报告,包括费城联储制造业指数、每周首次申请失业救济人数和成屋销售数据。这些数据将有助于我们了解经济的整体状况。此外,道琼斯运输业平均指数跌破了2024年6月的支撑位,这可能预示着进一步下跌。如果下跌趋势持续,技术分析师可能会将2023年10月的低点(约13500点)作为下一个主要支撑位。标准普尔500指数、道琼斯工业平均指数和纳斯达克综合指数昨日均上涨。 Colin Martin: 根据施瓦布金融研究中心的固定收益策略总监科林·马丁的说法,更新后的经济预测概要显示出一些滞胀的迹象:增长预期下降,通胀预期却上调。这表明经济增长放缓的同时,通胀压力依然存在。美联储的点状图显示今年将降息两次,但这背后的细节则更为强硬。19位与会者中有8位预测今年降息次数为零到一次,这表明如果通胀依然居高不下,我们今年的降息次数可能少于预期。

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The Fed held the discount rate even but hinted at stagflation concerns. Manufacturing, jobs, and real estate reports will help shape Thursday’s session.

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