We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Alphabet Earnings, Sentiment, Trade, Wrap Up Week

Alphabet Earnings, Sentiment, Trade, Wrap Up Week

2025/4/25
logo of podcast Schwab Market Update Audio

Schwab Market Update Audio

AI Deep Dive Transcript
Topics
Kathy Jones: 我始终认为,观察消费者的行为而非言论,才能更准确地判断经济形势。近期消费者信心数据令人沮丧,但仅凭软数据(如消费者信心)还不足以确认经济低迷,还需要观察硬数据(如就业和零售额)的下降。 Colin Martin: 美联储目前面临两难局面。一方面,关税导致物价上涨,这支持加息;另一方面,劳动力市场潜在疲软,这又支持降息。虽然通货膨胀仍然是一个问题,但如果劳动力市场确实恶化,一些官员表示他们会倾向于降息。我们预计美联储今年会降息,但要到下半年。 Nathan Peterson: 科技行业对牛市至关重要,这不仅体现在盈利增长方面,也体现在市场情绪方面。一些科技公司的财报表现平平,大型科技公司需要证明其当前估值是合理的。

Deep Dive

Shownotes Transcript

Alphabet's earnings and consumer sentiment take center stage after info tech strength lifted stocks to their third straight gain. Mega-cap earnings and jobs data loom next week.

Important Disclosures

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.

All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.

Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance.

Investing involves risk, including loss of principal.

Diversification strategies do not ensure a profit and do not protect against losses in declining markets.

Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see ​schwab.com/indexdefinitions).

The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.

Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.

(0130-0425)