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cover of episode Win Streak Ends, Fed Meeting Starts and AMD Next

Win Streak Ends, Fed Meeting Starts and AMD Next

2025/5/6
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Schwab Market Update Audio
AI Deep Dive Transcript
People
C
Cooper Howard
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K
Keith Lansford
L
Lizanne Saunders
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Keith Lansford: 本周市场焦点转向美联储即将召开的利率决议会议。本次会议可能不会大幅波动市场，但可以帮助我们了解美联储主席鲍威尔在4月份市场动荡后的想法。此外，原油价格下跌，创下近四年来的盘中低点，反映了供应增加。尽管能源板块表现落后，但所有板块自一个月前以来均上涨，这反映了投资者对白宫即将宣布贸易协议的希望。尽管投资者对经济改善抱有希望，但华尔街许多人并不乐观，对美国股票的看跌情绪达到1997年以来的最高水平。看跌情绪可能反映了盈利预期，尽管第一季度业绩普遍令人印象深刻，但FactSet的数据显示，2025年标普500指数的平均分析师预期连续19周下降。消费者信心指数下降，尽管上周五的4月份就业报告显示就业市场仍然稳定，但与中国的贸易战仍在继续，从中国到美国的集装箱运输量大幅下降。本周盈利和数据减少，但一些公司已经公布了业绩，大型人工智能芯片公司超微公司（AMD）的业绩将受到关注，因为尽管存在关税政策，但所谓的超大规模科技公司并没有减少其人工智能支出计划，但如果全球经济放缓，对汽车和手机等其他类型芯片的需求可能会受到影响。标普500指数的九连涨被终结，这可能是由于缺乏贸易消息以及通胀担忧的加剧。10年期国债收益率小幅上升，这可能反映了上周五的就业数据和周一好于预期的ISM服务业PMI数据。令人担忧的是，支付价格上涨，这表明通胀似乎并未得到控制。昨日收盘走势低迷，标普500指数远高于其50日移动平均线，但并未尝试挑战其200日移动平均线。道琼斯工业平均指数、标普500指数和纳斯达克综合指数均下跌。 Cooper Howard: 美联储本次会议可能不会大幅波动市场，预计不会降息，也不会更新经济预测。美联储可能试图发出信号，表示他们目前处于观望状态，希望等待更多关于关税将如何或不会如何影响经济的明确信息。市场预计今年将三次降息，这比之前的预期有所减少。 Lizanne Saunders: 消费者信心指数下降，尽管上周五的4月份就业报告显示就业市场仍然稳定，但与中国的贸易战仍在继续，从中国到美国的集装箱运输量大幅下降。 supporting_evidences Cooper Howard: 'We don't expect a change in rates or a change to balance sheet policies...The market's projecting three cuts this year, which has been pared back from earlier expectations.' Lizanne Saunders: 'Consumer confidence measures are down, too...container tonnage from China to the United States is really plunging to a significant degree...'

Deep Dive

Shownotes Transcript

A 9-day SPX win streak is over as investors await trade deals and fret over inflation. The Fed meets today with no rate cut seen, and chip firm Advanced Micro Devices reports.

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