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cover of episode The Fed Highlights a Big Week Ahead

The Fed Highlights a Big Week Ahead

2024/12/16
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Schwab Market Update Audio

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Kathy Jones
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Nathan Peterson
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专注于电动车和能源领域的播客主持人和内容创作者。
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主持人: 本周市场关注焦点在于一系列重要的经济报告和美联储2024年的最后一次会议,交易员普遍预期美联储将降息25个基点。美联储今年已经降息75个基点,当前利率区间为4.5%至4.75%。周五主要股指表现:标普500微跌,道琼斯工业平均指数下跌,纳斯达克综合指数上涨。博通公司因人工智能收入大幅增长而股价大涨。本周重要的经济数据包括:欧洲的标普全球采购经理人指数数据、美国的个人消费支出价格指数、房屋开工数据和密歇根大学消费者信心指数。本周将公布多家知名公司的季度报告,包括美光科技、莱纳、耐克和联邦快递。 Kathy Jones: 市场应关注美联储经济预测摘要和点状图,预计2025年降息中位数预期将下降,终端利率将上升;声明可能显示对经济和就业市场状况的信心,但也可能对通胀回落缓慢表示谨慎。 Nathan Peterson: 资金流入大型股导致市场广度收缩,但这几年来一直如此,目前无需过度担忧;强劲经济的牛市论点依然成立,并得到近期看涨态势的支持。市场存在看涨季节性因素、相对看涨的技术面以及年底资金经理追涨的潜力;但10年期国债收益率上周上升,接近4.5%,这在11月中旬曾引发股票抛售压力,需要密切关注。

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A host of economic reports and earnings are expected to be released in the days ahead, and the Fed will hold a two-day meeting, its last of the year.

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