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cover of episode Nearing Record Highs, Market Awaits Retail Sales

Nearing Record Highs, Market Awaits Retail Sales

2025/2/14
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Schwab Market Update Audio
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Colette O'Claire
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Kevin Gordon
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Nathan Peterson
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Colette O'Claire：一月份的零售销售数据可能结束自去年八月以来的连续增长，市场对此高度关注。我预计本次数据将对市场产生重要影响，投资者应密切关注。 Nathan Peterson：我认为，当前市场价格的韧性可能反映出投资者更关注健康的经济数据和两位数的盈利增长，而非潜在的更高收益率和通货膨胀。但我仍然提醒投资者关注盈利修正的轨迹，因为政府政策变化可能会影响企业增长。我建议大家在投资时要综合考虑这些因素。 Kevin Gordon：从表面上看，一月份的生产者价格指数看起来令人担忧，特别是考虑到向上修正的十二月读数。但是，我认为它对个人消费支出的影响可能不大。我建议投资者关注即将发布的个人消费支出价格指数，以更准确地评估通货膨胀的状况。

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Despite recent record highs, the market awaits January retail sales data, which could potentially end a streak of monthly gains. Analysts predict a flat reading compared to December, but some foresee a decline. The report will also consider the control group metric, excluding certain sectors, to calculate GDP.
  • January retail sales data is expected to be released.
  • Consensus predicts a flat reading compared to December, but some analysts expect a decline.
  • Control group metric excluding food services, auto dealers, building materials stores, and gasoline stations will be used to calculate GDP.

Shownotes Transcript

After jumping close to record highs Thursday on easing tariff and inflation worries, the market starts Friday up for the week and awaiting January retail sales data.

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