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cover of episode All Eyes on Fed Chair Powell

All Eyes on Fed Chair Powell

2025/6/18
logo of podcast On The Tape

On The Tape

AI Deep Dive AI Chapters Transcript
People
D
Dan Nathan
知名金融分析师和评论员,常在 CNBC 上提供市场分析和评论。
G
Guy Adami
经验丰富的华尔街交易员和金融分析师,知名媒体人物。
Topics
Guy Adami: 我认为市场似乎已经消化了所有潜在的利好消息,而忽略了潜在的风险。目前市场存在一种自满情绪,即使中东地区发生冲突,也未能引起市场的恐慌。我认为这种自满情绪是值得警惕的,因为市场可能没有充分考虑到潜在的风险因素。 Dan Nathan: 我同意Guy的观点,市场确实存在自满情绪,大家似乎都在期待美联储的下一步行动。我认为市场参与者应该关注美联储对就业市场的评估,以及零售销售数据等经济指标。这些因素将影响美联储的利率政策,进而影响市场走势。此外,我也认为地缘政治风险不容忽视,虽然市场可能已经部分消化了这些风险,但潜在的冲突升级仍然可能对市场造成冲击。

Deep Dive

Chapters
The market's resilience in the face of geopolitical tensions and economic data is discussed. Despite potential negative factors, the S&P 500 remains near all-time highs, indicating complacency among investors.
  • Market resilience despite geopolitical events
  • S&P 500 near all-time highs
  • Complacency in the market

Shownotes Transcript

Dan and Guy preview the upcoming Fed presser, discuss key developments on bank de-regulation and rising stock prices in the semi-space. —FOLLOW USYouTube: @RiskReversalMedia)Instagram: @riskreversalmedia)Twitter: @RiskReversal)LinkedIn: RiskReversal Media)