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cover of episode Trade Talks Eyed Amid Upbeat Patter, with CPI Next

Trade Talks Eyed Amid Upbeat Patter, with CPI Next

2025/6/11
logo of podcast Schwab Market Update Audio

Schwab Market Update Audio
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C
Colette O'Clare
C
Colin Martin
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L
Lizanne Saunders
M
Michael Townsend
Topics
Colette O'Clare: 作为主持人，我首先介绍了市场关注的焦点——即将发布的五月消费者价格指数（CPI）数据。如果物价上涨超出预期，市场可能会更加担忧贸易政策的影响，因为许多公司表示他们将提高价格以应对关税。我强调，股市的波动性有所下降，这表明市场对关税的担忧有所缓解。此外，我还提到了分析师对五月CPI的预期，包括整体CPI和核心CPI的增长率。 Colin Martin: 作为固定收益策略主管，我强调了未来几个月的通胀报告的重要性，这些报告将揭示公司是否会将关税成本转嫁给消费者。我还提到了当天将进行的十年期国债拍卖，指出需求不足可能会推高收益率，从而对股市产生不利影响。

Deep Dive

Chapters
This chapter analyzes the market's anticipation of the May CPI report and its potential impact on trade policy. It also discusses the ongoing trade talks between the U.S. and China and their influence on market volatility.
  • Investors await the May CPI report before the opening bell.
  • Concerns about trade policy may grow if prices exceed expectations.
  • Trade talks between the U.S. and China are in focus, with potential market moves based on announcements.
  • Stock market volatility has been declining, suggesting less fear about tariffs.

Shownotes Transcript

Trade talks between China and the U.S. remain the main item on today's menu, but U.S. May CPI is also ahead and so is a 10-year Treasury auction. Oracle reports after the close.

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