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cover of episode Markets Open Higher on US Tech Tariff Pause

Markets Open Higher on US Tech Tariff Pause

2025/4/14
logo of podcast Bloomberg Daybreak: Asia Edition

Bloomberg Daybreak: Asia Edition
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Chuck Camillo
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Mark Matthews
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Chuck Camillo: 近期市场波动剧烈，投资者普遍感到担忧和不确定。我认为，市场迫切需要来自华盛顿的政策确定性，任何能带来确定性的措施都会受到市场欢迎。我们还需要关注经济衰退的风险，如果经济衰退真的到来，股市将面临大幅调整。关税具有通货膨胀效应，但税收减免可能会起到一定的抵消作用。信用市场是重要的经济晴雨表，其波动反映了市场对美国政策稳定性的担忧。市场大幅上涨后通常会伴随波动，需要谨慎。美国贸易政策的不确定性导致外国投资者信心下降，可能需要更多措施来恢复信心。股市已经出现大幅回调，现在是长期投资者逢低买入的好时机，但仍需谨慎，预期市场波动会持续。科技股面临着关税风险，但市场回调也带来了一些有吸引力的投资机会，适合长期投资者。市场波动是长期投资者获得高于平均收益的代价，当前是创造财富的时机。美联储面临困境，固定收益市场波动较大，市政债券和短期债券存在投资机会。持有现金也是一种策略，可以等待美联储降息。 Mark Matthews: 美国政府的关税政策反复无常，市场缺乏确定性，这可能会导致央行采取干预措施。美国政府的政策导致全球市场出现多元化投资机会，但标普500指数可能处于熊市。日本股市存在高品质公司，但整体回报率较低，建议选择高ROE公司进行投资。中国主要产业估值较低，政府对科技公司的态度转变为积极，为中国股市带来利好。

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On today's episode - US President Donald Trump pledged he will still apply tariffs to phones, computers and popular consumer electronics, downplaying a weekend exemption as a procedural step in his overall push to remake American trade. We preview the trading week ahead with Chuck Cumello, President and CEO at Essex Financial Services.

Asian stocks advanced at the open after Washington issued the pause on import duties on a range of consumer electronics, lifting sentiment after a volatile week for markets. We get more perspective on the escalating US-China trade war and what it means for Asian markets with Mark Matthews, Head of Asia Research at Julius Baer. He speaks with Bloomberg’s Shery Ahn and Haidi Stroud-Watts.

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