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cover of episode Markets Play Waiting Game on Tariffs, Budget, Iran

Markets Play Waiting Game on Tariffs, Budget, Iran

2025/6/23
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Schwab Market Update Audio

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Keith Lansford
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Keith Lansford: 目前市场面临多重不确定性,导致投资者采取观望态度。首先,特朗普政府的关税谈判进展不明,对全球贸易前景构成威胁。其次,美国国会需要在7月4日前达成预算协议,但参众两院存在分歧,增加了财政政策的不确定性。此外,美伊冲突的潜在风险也令市场担忧。尽管如此,VIX指数显示投资者恐慌情绪并不高涨,可能预示着市场仍在等待明确的信号。我预计,未来几周市场波动性可能增加,投资者应密切关注这些关键事件的进展,并做好相应的风险管理准备。我个人认为,在这些不确定性消除之前,市场可能维持区间震荡的格局。

Deep Dive

Chapters
Major indices are relatively strong, but upward momentum is stalling. Investor fear is low despite geopolitical concerns and tariff uncertainties. Several major deadlines are approaching, including budget negotiations, tariff decisions, and the Iran conflict.
  • S&P 500 near all-time high but momentum stalling
  • Low investor fear despite geopolitical risks
  • Multiple key deadlines approaching (budget, tariffs, Iran conflict)

Shownotes Transcript

Markets remain range-bound amid low volatility as investors take a "wait-and-see" approach ahead of some key deadlines. Elsewhere, Powell gets ready to address Congress.

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