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cover of episode Start the Engines: Airline, Trucking Firms Up Next

Start the Engines: Airline, Trucking Firms Up Next

2025/4/15
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Schwab Market Update Audio
AI Deep Dive AI Chapters Transcript
People
C
Christopher Waller
C
Cooper Howard
[Empty]
K
Keith Lansford
L
Lizanne Saunders
Topics
Keith Lansford: 我是凯斯·兰斯福德，这是4月15日星期二的市场早报。今天有很多公司公布财报，包括强生、美国银行和花旗集团等。下午将公布联合航空和JB亨特运输公司的财报。银行财报季开局强劲，运输公司的财报将帮助投资者了解近期关税动荡中整体消费者和商业信心。航空公司面临压力，部分原因是来自加拿大的旅游业因关税而减弱，以及企业因不确定的关税政策而削减开支。 本周还将公布一些关键数据，包括加拿大央行和欧洲央行的利率决议。分析师预计加拿大央行将维持利率不变，而欧洲央行可能会降息。周一的数据显示，4月份纽约联储制造业指数疲软，但3月份美国消费者通胀预期升至2023年10月以来的最高水平。分析师预计3月份零售额将大幅增长，部分原因可能是消费者提前购买商品以应对关税导致的通胀预期。美联储理事克里斯托弗·沃勒表示，3月份零售额数据将提供消费者支出的速度信息。 股市方面，周一科技股早盘上涨后迅速回落，但房地产、公用事业和必需消费品等防御性板块表现强劲。金融板块表现强劲，科技板块反弹。对中国生产的科技产品长期免征关税的希望破灭，一些科技公司正在将生产转移到美国或其他国家。大部分主要股票的涨跌幅度均在-5%到+5%之间，汽车、科技硬件、半导体和银行等行业出现积极迹象。消费品和快餐行业表现相对积极，10年期国债收益率下降，但仍高于4.3%。标普500指数收盘价首次突破5400点，较上周二的低点上涨8.5%。纳斯达克100指数较上周二低点上涨10%，但仍低于2月份的高点；标普500指数相对强弱指标回升至45以上。 Lizanne Saunders: 本季度财报展望可能缺乏清晰度，部分公司可能会撤回对分析师的业绩指引。华尔街对主要指数的年底目标价预测范围极广，反映了市场的不确定性；较低的国债收益率可能支撑了昨日的股市上涨。关税的不确定性以及政府官员之间相互矛盾的信息可能会持续存在。 Christopher Waller: 3月份零售额数据将提供消费者支出的速度信息，2月份疲软的数据可能反映了季节性因素，例如严寒的冬季天气，并提到了劳动力市场的持续强劲。 Cooper Howard: 市场预计美联储将在6月份降息的可能性较高，但如果通胀上升或持续存在，三次降息可能过于激进。

Deep Dive

Chapters
The podcast discusses the upcoming earnings reports from United Airlines and J.B. Hunt Transport, focusing on their potential insights into consumer and business confidence. Concerns about falling airline travel and the impact of tariffs on business travel are highlighted.
  • United Airlines and J.B. Hunt Transport earnings reports are key indicators of consumer and business confidence.
  • Falling airline travel from Canada due to tariffs.
  • Concerns about business travel weakness due to tariff uncertainty.

Shownotes Transcript

United Airlines and J.B. Hunt Transport are among many firms reporting today after a solid Monday session. The market is also gearing up for central bank meetings this week.

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