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Fed, Disney on Tap with Tariffs Nipping at Rally

2025/5/7
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Schwab Market Update Audio

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J
Jeffrey Kleintop
K
Keith Lansford
N
Nathan Peterson
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Keith Lansford: 本周股市开盘表现低迷,与贸易担忧有关。上周五市场曾因政府暗示与中国进行沟通而上涨,但本周形势有所恶化,财政部长表示尚未与中国进行谈判。迪士尼今日发布财报,其业绩可能受到贸易战和全球抵制美国产品的影响。美联储今日将公布利率决议,预计不会降息,但市场关注美联储主席鲍威尔的观点。长期国债收益率持续上涨,反映出对关税导致通货膨胀和巨额国债供应的担忧。 投资者预计美联储将在7月底会议上降息,并在年底前再次降息几次。中国4月份的贸易数据将反映出美国关税的影响,施瓦布交易活动指数显示,4月份客户在大多数行业都是净卖出,显示出谨慎的投资情绪。 技术面来看,股市情况比4月中旬有所改善,但主要指数距离200日移动平均线仅有几个百分点,短期风险回报率不高。主要股指周二收盘时涨势减弱,这是一个技术性看跌趋势。 Nathan Peterson: 由于近期市场因害怕错过上涨机会而提前上涨,一旦公布任何类型的贸易进展,都可能引发市场抛售。从技术角度来看,情况比4月中旬好得多,但反弹已使大多数主要指数距离其各自的200日简单移动平均线只有几个百分点。因此,从交易角度来看,近期风险回报率并不高。 Jeffrey Kleintop: 迪士尼的财报可能显示,随着访美游客人数下降以及全球抵制美国产品的情况加剧,对美国的负面情绪已经开始影响其主题公园和邮轮业务。

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No Fed rate change is expected today, but investors await Powell's take. Disney reports this morning. Stocks had a rough start this week as trade fears nibble at last week's gains.

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