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cover of episode Treasury Auctions, Trade, Nvidia Take Center Stage

Treasury Auctions, Trade, Nvidia Take Center Stage

2025/5/27
logo of podcast Schwab Market Update Audio

Schwab Market Update Audio
AI Deep Dive AI Chapters Transcript
People
D
Dave Ives
K
Kathy Jones
K
Keith Lansford
N
Nathan Peterson
S
Susan Collins
Topics
Keith Lansford: 特朗普政府对欧洲和苹果的关税威胁引发了市场对贸易战的担忧。我对欧洲征收关税可能导致美国进口商品价格上涨，进而影响美国经济。虽然白宫暗示这可能只是一种谈判策略，但市场仍然高度关注。本周的国债拍卖结果也可能影响市场情绪。总体而言，贸易政策的不确定性增加了市场的波动性。 Dave Ives: 我认为特朗普要求苹果在美国生产iPhone是不现实的，因为这会导致iPhone价格大幅上涨。即使苹果将生产转移到印度，也无法满足特朗普的要求。这种贸易保护主义政策对苹果公司和消费者都会产生负面影响。 Kathy Jones: 我认为，虽然市场对特朗普政府的贸易威胁感到担忧，但收益率的下降可能不会持续太久，因为市场已经习惯了这些提议最终会被撤回。然而，贸易政策的不确定性仍然是市场面临的一个重要风险。 Nathan Peterson: 我认为，国债收益率上升表明债权人希望获得更高的收益率，以弥补更高的偿还风险。任何不利的贸易发展都可能危及近期支撑位。投资者需要密切关注贸易政策的变化，以及其对市场的影响。 Susan Collins: 我对今年降息是否合适表示怀疑，因为关税导致通货膨胀和经济增长放缓。我认为，美联储需要谨慎评估贸易政策对经济的影响，并采取适当的货币政策。

Deep Dive

Chapters
President Trump's renewed threats of tariffs against Europe and Apple sent shockwaves through the market, causing stocks to slide. While the White House later suggested the threats were a negotiating tactic, the uncertainty remains as June 1st deadline looms.
  • Trump threatened 50% tariffs on EU goods and 25% on iPhones not made in the US.
  • Market reacted negatively to the news, but later showed signs of wavering.
  • Uncertainty remains about whether the threats are a negotiating tactic or not.

Shownotes Transcript

In a holiday-shortened week, investors have lots on their plates including several Treasury auctions, Nvidia results Wednesday, and any new developments in the turbulent trade war.

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