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cover of episode Wall Street Weekend: Markets have been looking for an excuse to rally

Wall Street Weekend: Markets have been looking for an excuse to rally

2025/6/28
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Wall Street Breakfast

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Danielle DiMartino Booth
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Danielle DiMartino Booth: 我认为市场一直在寻找上涨的借口,并且市场是动量驱动的,常常会忽略实体经济的真实情况。作为投资者,我们应该认识到市场和实体经济的差异。目前,最重要的是保住工作,因为跳槽带来的薪资增长已经不再像疫情后那样显著,公司更看重员工的稳定性。此外,我注意到数据的不可靠性日益增加,向下修正的幅度越来越大,这使得劳工统计局的数据与实际情况之间的差距扩大。因此,我认为我们应该交易叙事,拥有真相。

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Economic expert Danielle DiMartino Booth) on how markets have been looking for an excuse to rally (0:30). Whatever you do, don't lose your job! (1:25) Jay Powell, weakening housing market and fighting inflation (4:25). US dollar behaving counterintuitively (8:22). *This is an excerpt from a recent Investing Experts episode).*Show links: Danielle DiMartino Booth On America's Game Of Thrones)S&P 500 and Nasdaq hit record high on U.S.-China trade deal and largely subdued inflation data)Oil faces biggest weekly drop since March 2023 as geopolitical fears ease; gold falls again)Should We Trust Economic Data? With Danielle DiMartino Booth)Episode transcripts: seekingalpha.com/wsb)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).