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cover of episode Weekend Nears with Stocks Up Despite Trade Concern

Weekend Nears with Stocks Up Despite Trade Concern

2025/6/13
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Schwab Market Update Audio

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C
Colette O'Clare
C
Colin Martin
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C
Cooper Howard
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Schwab-Smarton
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Colette O'Clare: 我认为目前市场受到多重因素的影响。首先,贸易局势的不确定性,特别是中美之间的关税问题,让企业难以制定未来的支出和计划。虽然财政部长暗示可能延长谈判期限,但整体贸易前景依然不明朗。其次,即将到来的返校季和假日购物季,零售商可能面临成本上涨的压力,这可能会影响他们的利润,或者导致通货膨胀和消费者需求下降。此外,美联储和日本央行的会议也备受关注,市场希望从中获取未来货币政策的线索。总之,这些因素共同作用,使得市场情绪谨慎。

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Despite small gains in major U.S. indexes, uncertainty around tariff outcomes and mixed economic signals are creating caution in the market. The upcoming back-to-school and holiday shopping seasons add to concerns about rising costs for retailers and potential impacts on consumer demand and inflation.
  • Light gains in major U.S. indexes
  • Uncertainty about tariff outcomes
  • Concerns about rising costs for retailers
  • Potential impact on consumer demand and inflation

Shownotes Transcript

Major indexes approach the weekend with light gains despite disappointment over tariff outcomes. Consumer sentiment is due after the open. Next week brings Fed and BOJ meetings.

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