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cover of episode CPI Next, but Trade in Spotlight Following Rally

CPI Next, but Trade in Spotlight Following Rally

2025/5/13
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Schwab Market Update Audio

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People
C
Cooper Howard
[Empty]
K
Keith Lansford
M
Michael Townsend
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Keith Lansford: 作为主持人,我主要介绍了市场关注的焦点,包括即将发布的CPI数据以及关税调整对市场的影响。我认为,尽管贸易紧张有所缓解,但通胀数据仍然是影响美联储决策的关键因素。此外,我也提到了各个行业和公司在关税调整后的市场表现,例如科技股和芯片行业的上涨。 Cooper Howard: 作为固定收益策略主管,我认为市场对美联储降息的预期正在降低,这主要是由于贸易战的缓和。我观察到,市场已经减少了对年底前降息次数的预期,从之前的3-4次降至2次。我认为之前的降息预期过于激进。 Michael Townsend: 作为法律和政府事务总经理,我认为高额关税不是一个可持续的长期策略。我注意到,美国财政部长Bessant在与中国官员的谈判中发挥了关键作用,并且他在总统经济顾问的角色中表现良好,这受到了市场的欢迎。

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Today's April CPI data could show the early impact of tariffs and follows a sharp yield rise Monday. Stocks start at two-month highs after yesterday's trade-induced rally.

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