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cover of episode More Powell Ahead Along with Micron Results

More Powell Ahead Along with Micron Results

2025/6/25
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Schwab Market Update Audio

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Keith Lansford
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Michael Townsend
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Keith Lansford: 作为施瓦布市场更新播客的主持人,我为大家带来最新的市场动态。投资者们正密切关注美联储主席鲍威尔的讲话,希望能从中找到未来利率政策的线索。同时,中东地区的紧张局势也牵动着投资者的神经,任何风吹草动都可能引发市场波动。此外,芯片巨头美光即将发布的财报也备受瞩目,其业绩表现将直接影响科技板块的走势。昨天,标普500指数重回数月高点,纳斯达克100指数也创下历史新高,这主要得益于中东紧张局势的暂时缓解以及市场对鲍威尔讲话的积极反应。然而,投资者也应保持谨慎,密切关注各种风险因素,以便及时调整投资策略。

Deep Dive

Chapters
This chapter analyzes the market's positive response to Fed Chairman Jerome Powell's comments on interest rate policy. Powell's flexibility on rates, coupled with easing Middle East tensions, fueled a significant rally in major indexes, particularly in the tech sector. The probability of a July rate cut increased, reflecting investor optimism.
  • Powell showed more flexibility on rate policy
  • Major indexes reached near all-time highs
  • Investors cheered temporary decline in Middle East tensions
  • Odds of a July rate cut increased to 19%
  • Odds of at least one rate cut by September reached 85%

Shownotes Transcript

Fed's Powell speaks to a Senate committee after helping key Tuesday's rally by signalling flexibility on rates. Micron reports later, and the Middle East remains a focus point.

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.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.

All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.

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

Investing involves risk, including loss of principal.

Diversification strategies do not ensure a profit and do not protect against losses in declining markets.

Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.

The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.

Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.

The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.

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