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cover of episode CPI, Cisco, Powell Ahead as Stocks Seek Direction

CPI, Cisco, Powell Ahead as Stocks Seek Direction

2025/2/12
logo of podcast Schwab Market Update Audio

Schwab Market Update Audio
AI Deep Dive AI Chapters Transcript
People
C
Cooper Howard
[Empty]
K
Keith Lansford
L
Lizanne Saunders
Topics
Keith Lansford: 我认为,1月份的CPI数据将是影响市场走向的关键因素,同时我也关注美联储主席鲍威尔在国会的证词。目前市场对降息的预期有所降低,强劲的经济数据和政策不确定性可能会使美联储保持观望态度。贸易问题仍然是市场关注的焦点,特朗普政府的关税政策可能会对经济产生影响。 Cooper Howard: 我认为,如果CPI增幅超出预期,短期收益率可能会上升。同时,我也预计美联储今年将继续降息,但可能要等到下半年。

Deep Dive

Chapters
This chapter analyzes the upcoming January CPI data release and Federal Reserve Chairman Jerome Powell's testimony before Congress. It discusses expectations for inflation, potential impacts on Treasury yields, and the Fed's likely approach to monetary policy.
  • January CPI data expected to show 0.3% headline and core inflation monthly growth
  • Powell's testimony may impact near-term rate cut odds
  • Strong demand for Treasury auctions might keep yield rally in check

Shownotes Transcript

After stocks wavered and yields climbed yesterday following Fed Chairman Powell's remarks to Congress, Powell returns for more testimony with CPI data and Cisco earnings on deck.

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