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cover of episode Markets react as U.S., China call tariff timeout

Markets react as U.S., China call tariff timeout

2025/5/12
logo of podcast Wall Street Breakfast

Wall Street Breakfast

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Julie Morgan
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Julie Morgan: 我报道了美中双方同意暂时搁置大部分关税,双方都将降低关税税率。这一协议导致道琼斯指数、标准普尔500指数和纳斯达克指数期货上涨。我还报道了Scale AI公司计划在沙特阿拉伯扩张,以及特朗普总统计划签署一项行政命令,以大幅降低美国的处方药价格。这项命令将实施一项最惠国政策,使美国支付的价格与世界上任何国家支付的最低价格相同。许多亚洲制药公司的股价在特朗普宣布这一消息后下跌。我还讨论了其他市场趋势,包括电动汽车电池制造商宁德时代在香港上市寻求融资40亿美元,以及Evercore ISI预测熊市已经结束,新的牛市将是循序渐进的,而不是一飞冲天。最后,我还简要介绍了本周即将公布业绩报告的主要公司,以及当日的市场走势,包括原油、黄金和比特币的价格。我还提到了Novo Nordisk公司的股价下跌,原因是其产品在与竞争对手的直接比较试验中表现不佳。

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U.S. and China to pause) most tariffs for 90 days, slash reciprocal rates. (00:19) Amazon-backed Scale AI sets sights on Saudi expansion). (01:25) Trump vows to cut drug prices) in the U.S. by up to 80%. (02:02)Episode transcripts seekingalpha.com/wsb).Show links: Biggest stock movers Monday: Magnificent Seven, and more)Top EV battery maker CATL seeks to raise $4B in Hong Kong listing)Bear market is over, new bull will be a grind, not a moonshot: Evercore ISI)Earnings week ahead: PLUG, CSCO, WMT, BABA, AMAT, JD, TCEHY, and more)Sign up for our daily newsletter here) and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions).