cover of episode Markets Big Week… And U.S.-China Trade Relations In Focus 11/8/24

Markets Big Week… And U.S.-China Trade Relations In Focus 11/8/24

2024/11/8
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George
广播和播客主持，专注于财务教育和咨询。
J
Joe
面临上水汽车贷款，寻求多种解决方案以减轻财务负担。
M
Mike
专注于摄影设备历史和技术的博客作者和播客主持人。
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Steve
以深入的技术见解和长期的内容创作影响力，成为PC硬件和游戏社区中的重要人物。
T
Tim
以深入的硬件评测和技术分析著称的播客和YouTube主播。
Topics
Tim: 我认为美联储上次会议关注就业市场,目前就业市场状况良好。十年期国债收益率小幅回落,这表明股市并非完全不受控制地飙升。股市将继续上涨,但投资者需要考虑投资市场的哪个部分。自7月10日以来,小型股跑赢标普500指数9.5%。对小型股的关注过多,其表现更多地反映了整体经济和市场状况。 Mike: 特朗普当选对股市利好,其影响可能比预期更大。股市可能继续上涨,尽管估值较高。特斯拉的估值较高,目前可能不是买入的好时机。特斯拉的市盈率远高于其他大型科技公司。 George: 特朗普政府可能引发全球贸易战。如果对中国的关税导致全球贸易战,德国等国家的经济将受到严重影响。中国对美国的报复性关税可能有限。美国公司可能会提前减少从中国的进口。中国可能会对美国公司采取各种行动。中国可能推迟实施大规模财政刺激计划,可能将国内消费作为经济增长的主要动力。

Deep Dive

Chapters
The S&P 500 and other indices hit record highs, driven by post-election optimism and Fed easing. Experts discuss the potential for continued market growth and the sectors likely to benefit.
  • S&P 500 and Nasdaq hit record highs.
  • Small caps and banks are outperforming.
  • Market optimism driven by Trump's election win and Fed rate cuts.

Shownotes Transcript

The S&P 500 notching its best week of the year as stocks benefit from a post-election surge. How a new administration could impact the markets, while the Fed continues its easing policy. Plus China Challenges on the horizon. Stocks selling off after a disappointing stimulus package failed to impress investors, and with tariffs likely in store, one China expert is faring an all-out trade war. The huge challenges he sees ahead.

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