Group 1 - Investors are observing a potential shift from defensive sectors like consumer staples and utilities, which have seen gains of 5% and 5.6% respectively, to more economically sensitive sectors such as technology, industrials, and discretionary consumer goods, indicating an increase in risk appetite [1] - The upcoming economic data, including April CPI and retail sales reports, will provide critical insights into inflation trends and consumer spending, which are essential for understanding market sentiment [2] - Concerns about the economic impact of tariffs persist, with fears that higher import tariffs could lead to increased prices and slower growth, potentially raising worries about "stagflation" if CPI exceeds expectations while retail sales fall short [3] Group 2 - The Federal Reserve's recent decision to maintain interest rates and its acknowledgment of rising risks related to inflation and unemployment suggest a cautious outlook for the economy [3] - The announcement of a trade agreement between Trump and UK Prime Minister Starmer has led to a positive market response, marking the first agreement since the onset of the trade war initiated by tariffs [3] - Optimism is growing regarding potential trade negotiations, with expectations that more agreements could be reached before the end of the tariff suspension period [3]
下周是关键!美股风向可能要变了
Jin Shi Shu Ju·2025-05-09 14:09