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cover of episode Inflation, tariffs in focus ahead of Powell, CPI

Inflation, tariffs in focus ahead of Powell, CPI

2025/2/10
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Schwab Market Update Audio

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Keith Lansford
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Michelle Gibley
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Keith Lansford: 本周市场的主要关注点集中在通胀数据和美联储主席鲍威尔的国会证词上。我预计,即将公布的消费者价格指数(CPI)和生产者价格指数(PPI)将为我们提供关于通胀走向和美联储政策思路的重要线索。此外,本周还将进行一系列国债拍卖,这些拍卖的结果可能会对市场收益率产生影响。虽然市场对美联储在三月份降息的预期有所降温,但整体经济数据,尤其是就业和工资增长,依然稳健,这使得美联储在短期内不太可能改变其货币政策。同时,我也关注到特朗普总统再次提及对中国征收关税的可能性,这无疑给市场带来了新的不确定性。 Michelle Gibley: 我认为,尽管贸易紧张局势可能会加剧,但中美两国都有意愿达成一项全面的贸易协议。这意味着,即使未来关税有所上升,其幅度和范围也可能受到限制。目前,市场似乎正在消化这些不确定性,而逢低买入的策略可能仍然有效。总的来说,我建议投资者密切关注经济数据和政策动向,以便更好地把握市场脉搏。

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January CPI on Wednesday puts prices back in the spotlight as Fed Chairman Jerome Powell testifies to Congress starting tomorrow. Tariffs and McDonald's results are in focus today.

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