Saham AS melonjak pada hari Selasa berikutan laporan pendapatan suku tahunan dan petunjuk pengurangan ketegangan perdagangan US-China. Semua tiga indeks utama AS meningkat lebih daripada 2%, dengan pelabur mengabaikan retorik Trump terhadap Pengerusi Fed Jerome Powell. Ikuti analisis terperinci mengenai impak tarif dan unjuran ekonomi oleh pakar.
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00:00Kita akan teruskan dengan perkembangan seterusnya, di mana US stocks rebounded on Tuesday as a speed of quarterly earnings, reports and hints at the de-escalations of US-China trade tensions brought buyers in from the sidelines.
00:14A broad rally boosted all three major US indices by more than 2% as investors looked past Trump's ramp-up rhetoric against Fed Chair Jerome Powell, who is widely considered a stabilizing force for the markets.
00:30Minneapolis Fed President Neel Kashkari, when asked about Trump's attacks on Powell, said the Fed's independence is foundational to better economic outcomes.
00:39Having been battered for weeks by the White House's erratic and multi-fund tariff disputes, the S&P 500 is currently about 14.4%, below its record-closing high, reached on February 19.
00:50Treasury Secretary Scott Besson said that while trade negotiations with Beijing will likely be a slog, he believes that there will be a de-escalation of US-China trade tensions.
01:00Those uncertainties helped prompt the International Monetary Fund to slash its forecast for US economic growth to 1.8% in 2025, citing the impact of US tariffs, now at 100-year highs.
01:12Well, this earnings season is going to be tricky.
01:15Everything that happened in the first quarter happened in a different world from the one we're living in today.
01:20And to the extent we're going to get guidance, a lot of companies are going to offer different guidance horizons, different kinds of guidance, or they might rescind it altogether.
01:29So you can still learn a lot from earnings season.
01:32I think the way that CEOs and CFOs are talking about the landscape is going to be really insightful.
01:37The way that people are talking about the consumer, the state of the labour market, the things that we cared about a lot prior to the trade and tariff war.
01:45But it's going to be a little less informative if you remember those early COVID earnings seasons where a lot of these corporate leaders were kind of just throwing their hands up because the environment was so uncertain.
01:56So far, 82 of the companies in the S&P 500 have reported, of those 73%, have beaten expectations, according to LSEG.
02:04Analysts now see aggregate S&P 500 earnings growth 8.1% for the January-March period, down from the 12.2% growth forecast at the beginning of the quarter per LSEG.
02:16According to preliminary data, the S&P 500 gained 129.13 points, or 2.50%, to end at 5,287.33 points, while the Nasdaq Composite gained 429.52 points, or 2.71%, to 16,300.42 points.
02:35The Dow Jones Industrial Average rose 1,013.56 points, or 2.66%, to 39,183.97, all 11 major sectors in the S&P 500 advance.
02:48.