We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Tariff Rulings Eyed Ahead of PCE, Sentiment Data

Tariff Rulings Eyed Ahead of PCE, Sentiment Data

2025/5/30
logo of podcast Schwab Market Update Audio

Schwab Market Update Audio
AI Deep Dive AI Chapters Transcript
People
C
Colette O'Claire
C
Colin Martin
无可用信息。
N
Nathan Peterson
Topics
Colette O'Claire: 昨天法院对关税的裁决导致市场混乱，投资者对此感到担忧，因此市场可能表现谨慎。虽然数据是今天关注的重点，但市场对反关税裁决的初步积极反应表明华尔街仍然非常关注贸易问题。此外，政府可能会对半导体和药品征收更多关税。如果最高法院支持国际贸易法院的裁决，将取消对部分进口商品的关税。信息技术、医疗保健、零售和工业公司受关税影响最大。投资者还将关注4月份的个人消费支出（PCE）价格指数和密歇根大学的消费者情绪指数更新。分析师预计消费者情绪指数将保持不变，但对未来一年的通胀预期有所上升。尽管贸易存在不确定性，但经济数据在很大程度上保持稳定。4月份的个人支出报告可能受到关注，因为3月份的支出增长超出预期。4月份的支出数据可能反映了股市下跌的影响，并引发对消费者实力的担忧。昨日的数据好坏参半，第一季度GDP的第二次估计值为负0.2%。初请失业金人数比前一周增加了13,000人，但这并不代表趋势。 Colin Martin: GDP数据显示个人消费下降，库存增加，企业为关税做准备。经济数据疲软可能导致提前降息，预计年底前将降息一到两次。 Nathan Peterson: 股市在反关税裁决后上涨，但随后回落，可能存在“sell on the news”现象。标普500指数从200日移动平均线反弹，但市场可能难以找到新的催化剂。

Deep Dive

Chapters
Yesterday's fluctuating court decisions on tariffs created market uncertainty. The initial positive reaction to an anti-tariff ruling highlighted Wall Street's focus on trade, but the reinstatement of tariffs by an appeals court introduced uncertainty. Specific companies like Apple and Tesla were significantly affected.
  • Court rulings on tariffs caused market confusion and uncertainty.
  • Companies heavily affected include Infotech, healthcare, retail, and industrial.
  • The case's progression to the Supreme Court is possible.
  • President Trump's planned tariffs on EU imports in July remain a concern.

Shownotes Transcript

Yesterday's head-snapping court rulings on tariffs caused confusion, which could mean cautious markets. Meanwhile, investors await today's PCE prices and consumer sentiment data.

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.

(0131-0525)