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cover of episode Investors Await FOMC Announcement

Investors Await FOMC Announcement

2025/3/19
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Schwab Market Update Audio

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Keith Lansford
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Keith Lansford: 美联储的利率决议和主席鲍威尔的讲话将是今天的市场焦点,可能会使市场保持一定的区间波动。市场普遍预期美联储将再次暂停加息,但未来利率路径图值得关注,它并非预测,只是委员们的个人预期。通胀仍高于美联储2%的目标,鲍威尔可能会被问及风险平衡问题,因为不确定性可能会影响劳动力市场;预计今年下半年会降息。2月份房屋开工数量大幅超出预期,但建筑许可证数量接近预期。2月份出口价格上涨0.1%,进口价格上涨0.4%。市场对5月份降息的可能性预期较低,但对6月份至少降息25个基点的可能性预期较高;本周晚些时候将公布多家公司的财报。大型科技股拖累主要股指下跌,市值加权指数跌幅大于等权重指数。周二成交量低于平均水平,市场抛售缺乏足够的信心;科技、通信服务和非必需消费品类股票表现不佳。“七巨头”股票相对于标普500指数的表现为2022年第四季度以来最差;标普500指数5560点可能是一个值得关注的支撑位。标普500指数5750点是重要的上行阻力位。周二标普500指数、道琼斯工业平均指数和纳斯达克综合指数均下跌。 Colin Martin: 尽管美联储点状图的中间值可能不会改变,但其离散度可能会发生变化,近期美联储发言人对短期内降息持谨慎态度。 Jeffrey Kleintop: 鲍威尔在会后新闻发布会上的语气可能较为鸽派,这受到近期温和的通胀数据和经济放缓迹象的影响;日本央行预计将维持目标利率不变。 Lizanne Saunders: 周二成交量低于平均水平,市场抛售缺乏足够的信心;科技、通信服务和非必需消费品类股票表现不佳。

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All eyes are on the Fed as the FOMC updates its interest rate policy. While nothing is expected to change, investors will scrutinize Chair Powell’s remarks for dovishness.

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