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cover of episode ECB and Netflix Awaited After Tariff-Related Spill

ECB and Netflix Awaited After Tariff-Related Spill

2025/4/17
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Schwab Market Update Audio

AI Deep Dive AI Chapters Transcript
People
C
Christophe Fouquet
J
Jeffrey Kleintop
J
Jerome Powell
现任美联储主席,曾任投资银行家和律师,领导美联储应对COVID-19疫情和控制通胀。
N
Nathan Peterson
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Jeffrey Kleintop: 我认为欧洲央行很可能会将利率下调25个基点。然而,他们也可能会表示正在密切关注形势,并采取适当的行动。这意味着,鉴于通货膨胀依然温和且经济增长面临下行风险,他们可能在6月份再次降息,将目标利率降至2%。 我们密切关注欧洲央行的行动,因为他们的决定会对全球金融市场产生重大影响。利率下调可能会刺激经济增长,但也可能导致通货膨胀。我们需要仔细权衡利弊。 Christophe Fouquet: 最近公布的关税措施给宏观经济环境带来了更大的不确定性,而且这种情况还会持续一段时间。 关税对我们的业务产生了直接影响,因为它们增加了我们产品的成本,并降低了我们在某些市场的竞争力。我们正在努力适应这些变化,并正在探索各种策略来减轻关税的影响。 Jerome Powell: 我对当前的经济形势表示担忧。关税可能会导致通货膨胀,而经济增长在第一季度已经放缓。 我们需要密切关注通货膨胀的迹象,并准备好采取措施来控制它。我们还需要支持经济增长,并确保不会出现衰退。 Nathan Peterson: 标普500指数的短期走势将很大程度上取决于任何已宣布的贸易协议。如果没有达成任何协议,那么从历史上看,重新测试上周一低点的可能性是很大的。 市场对贸易谈判的进展高度敏感。任何积极的消息都可能提振市场情绪,而任何负面消息都可能导致市场下跌。我们需要密切关注贸易谈判的进展,并为各种可能性做好准备。

Deep Dive

Chapters
This episode begins with a note that US markets are closed on Good Friday, April 18th. The focus is on the busy day ahead, including earnings reports, a rate decision by the European Central Bank, and US housing data.
  • US markets closed on Good Friday, April 18th
  • Earnings from Taiwan Semiconductor Manufacturing, Netflix and UnitedHealth
  • Rate decision by the European Central Bank
  • US housing data

Shownotes Transcript

An ECB rate decision and Netflix results are highlights after the tariff-related sell off in the chip stocks. Initial jobless claims and any updates on trade talks also loom large.

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.

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

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