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Management Weighs in on the Macro

2025/4/18

Motley Fool Money

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Daniela Rus

Dylan Lewis

金融播客主持人和分析师，专注于市场趋势和投资策略的解读。

Jason Moser

作为 Motley Fool 高级分析师，Jason Moser 专注于提供深入的财经分析和投资建议。

Matt Argersinger

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Jason Moser: 我认为近几周的市场波动主要源于关税问题，这导致市场不确定性增加，难以预测未来走向。关税可能带来负面影响，如国内生产萎缩、就业岗位流失和赤字增加，但也有人认为其目的是为了降低利率。就汽车行业而言，由于供应链紧张，汽车供应减少，价格上涨，这与疫情期间的情况类似，可能存在短期投资机会。大型科技股（Magnificent Seven）的低迷表现也表明股市并非一直上涨，投资者应保持谨慎。 Matt Argersinger: 尽管市场下跌，但投资者并未大量购买安全资产（如国债），这与预期不符，可能存在风险。如果利率持续高企，且其他国家减少对美国国债的购买，甚至停止购买，美国经济将面临严重风险。美国联合航空公司发布了基于不同经济情景的业绩指引，这值得肯定。尽管存在经济不确定性，但其业绩仍然强劲，高端舱位和国际航班预订量超出预期。 Prologis公司业绩稳健，且维持全年业绩指引不变，这表明工业房地产市场基本面良好，尽管略微下调了开发项目的启动规模。 Dylan Lewis: 部分消费者正在提前应对关税带来的预期价格上涨。大型银行的交易费用收入增加，受益于经济不确定性导致的投资者重新调整投资组合。部分银行在财报中对关税问题保持谨慎态度，避免直接提及。

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As earnings season picks up, we’re starting to get a feel for the different ways company leadership teams are talking – or not talking – about tariffs.

(00:21) Jason Moser and Matt Argersinger discuss:

Everything that’s been going on over the past few weeks, and how tariff anticipation is playing into consumer behavior.
Earnings results and macro commentary from United, Bank of America, Goldman Sachs, JP Morgan, and Prologis.

(19:11) We’re entering the age of sophisticated robotics. Daniela Rus – author of The Heart and The Chip and The Mind’s Mirror – talks through the nature of developing truly autonomous robots, and how most cutting edge robotics work gets funded.

(33:31) Jason and Matt break down two stocks on their radar: Alphabet and Ryman Hospitality Properties

Stocks discussed: UAL, BAC, JPM, PLD, GOOG, GOOGL, RHP

Host: Dylan Lewis

Guests: Jason Moser, Matt Argersinger, Daniela Rus

Engineers: Dan Boyd

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Management Weighs in on the Macro 40:01 Share

Motley Fool Money

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Management Weighs in on the Macro