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cover of episode Treasuries, Dollar in Focus After Volatile Week

Treasuries, Dollar in Focus After Volatile Week

2025/4/14
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Schwab Market Update Audio

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C
Colin Martin
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K
Keith Lansford
K
Kevin Gordon
M
Michael Townsend
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Keith Lansford: 我关注到上周美元和美国国债收益率出现意外下跌,这引发了市场对全球经济稳定性和美国企业及消费者未来成本的担忧。美元指数跌至三年低点,十年期国债收益率也出现显著上升,这些都表明投资者对美国国债的避险需求降低,美元的避险地位也受到挑战。 此外,上周的美国国债拍卖需求不一,本周的拍卖结果将受到密切关注,以观察投资者是否会回流美国市场。 总统在关税问题上的反复无常,先实施关税,后暂停部分关税,再升级对中国的关税,给市场带来了极大的不确定性。 3月份的生产者物价指数(PPI)大幅下降,远低于预期,这表明通胀压力可能有所缓解。然而,4月份密歇根大学消费者信心指数也大幅下降,反映出消费者对经济前景的悲观情绪。 本周将公布重要的经济数据,包括3月份的零售销售数据、3月份的房屋开工和建筑许可数据,以及一些大型银行的财报,这些数据将为投资者提供更多线索,以了解消费者如何应对当前的经济动荡。 美联储官员对近期降息的必要性表示谨慎,但市场对美联储在今年晚些时候降息的预期仍然很高。欧洲央行也将在本周召开会议,并宣布其利率决定,分析师预计欧洲央行将降息。 市场波动性依然很高,标普500指数仍处于回调区域,这可能会进一步打击投资者信心。 Colin Martin: 我预计市场波动将持续。 Michael Townsend: 美国总统在关税问题上的反复无常,给市场带来了极大的不确定性,让市场难以消化。 Kevin Gordon: 3月份生产者物价指数(PPI)大幅下降,远低于预期,其中包括机票价格的巨大下降,这表明3月份个人消费支出(PCE)数据疲软。

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Stocks bounced Friday but volatility is seen continuing amid trade fears. Last week's drop in the dollar and yields raised wider concerns. Bank results and Treasury auctions loom.

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