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cover of episode Yields, Broadcom in Focus as Busy Data Week Ends

Yields, Broadcom in Focus as Busy Data Week Ends

2024/12/13
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Schwab Market Update Audio

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C
Colette O'Clare
C
Cooper Howard
[Empty]
N
Nathan Peterson
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Colette O'Clare: 本期节目讨论了美国国债收益率的快速上涨、博通公司业绩以及即将召开的美国联邦储备委员会(美联储)会议对市场的影响。国债收益率的上升与通胀和强劲的经济数据有关,尽管海外利率下降。美联储可能采取‘鹰派降息’,即在降息的同时,淡化未来降息的可能性。博通公司的业绩喜忧参半,略超预期盈利但低于预期营收,但其第一季度营收展望超出预期,这可能会影响股市走势。此外,周期性板块下跌,防御性板块上涨,主要股指下跌。 Cooper Howard: 预计美联储下周将降息,但更重要的是其信号,预计美联储将预测更少的降息次数以及更高的最终利率。 Nathan Peterson: 本月剩余时间,市场上涨的阻力最小,这受追涨、季节性因素和技术动能的推动。尽管存在月中均值回归的可能性,但市场似乎存在支撑。

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Inflation and jobless claims data paint a mixed picture ahead of the Fed meeting. Investors are pondering Broadcom's results and a sharp rise in yields over the last few days.

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