cover of episode Missed It by That Much: SPX Ends Just Shy of 6,000

Missed It by That Much: SPX Ends Just Shy of 6,000

2024/11/8
logo of podcast Schwab Market Update Audio

Schwab Market Update Audio
AI Deep Dive AI Chapters Transcript
People
小
小克莱尔
Topics
小克莱尔：本周五，标普500指数收盘略低于6000点，但自周二美国大选和周四美联储降息以来，主要股指均大幅上涨。消费类股票和能源类股票领涨，反映出市场对共和党控制的政府下经济增长的乐观预期。所有11个标普500指数板块均录得周涨幅。下周将公布重要的通胀数据（CPI和PPI），以及下月初的就业报告，这些数据将影响美联储未来的政策决定。本周，10年期国债收益率下降，而2年期国债收益率上升，反映出市场对短期利率政策的预期。波动性指数VIX下降至近两个月低点。一些公司股价因分析师评级、季度收益或其他新闻而出现大幅波动，例如Airbnb下跌，Home Depot上涨，特斯拉大幅上涨，以及其他一些公司。FactSet的数据显示，标普500指数公司第三季度每股收益同比增长5.3%，但市盈率仍然很高。分析师预计第四季度和2025年的收益将继续增长。住房市场持续低迷，将影响大型零售商的业绩。技术面来看，市场处于牛市，但相对强弱指标RSI显示市场动能增强。密歇根大学的消费者信心指数达到七个月高点，但通胀预期下降。市场普遍预期美联储下个月将再次降息。 库珀·霍华德：美联储将采取缓慢而有条理的方式降息，目标是降低联邦基金利率，但降息幅度和速度仍有待商榷。 内森·彼得森：鉴于标普500指数的历史高位远期市盈率为22，公司需要在业绩方面有所作为。技术面来看，市场可能存在短期超买的情况，尽管相对强弱指标RSI没有发出超买信号，但其动能指标从周一的中期40多点上升到目前的69点，这是一个相当大的涨幅。 施瓦布：美联储似乎更倾向于充分就业目标而非物价稳定目标。

Deep Dive

Chapters
The SPX closed just below 6,000, but all major indexes saw gains due to election and rate optimism.
  • SPX closed just shy of 6,000.
  • All major indexes posted gains since Tuesday's election and Thursday's Federal Reserve rate cut.

Shownotes Transcript

After edging briefly above 6,000, the SPX closed just below it. Still, the week featured gains for every major index on election and rate optimism. Inflation data loom next week.

Important Disclosures

Information on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.

Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.

All corporate names are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.

Investing involves risk, including loss of principal.

Past performance is no guarantee of future results.

The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.

Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.

Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.

Spotify and the Spotify logo are registered trademarks of Spotify AB.