央行決策與市場前景改變投資格局

下週將發布關鍵經濟數據，包括首次申請失業救濟人數、美國 GDP 修正價值和個人消費支出通膨率。市場也將仔細審查沃爾格林和嘉年華的收益報告，以了解市場方向。交易者可以透過關注 InvestingPro 來了解最新情況，該工具提供預測性人工智慧選股工具以及對被低估股票的深入分析。

Central Bank Decisions and Market Outlook Shake the Investing Landscape

央行決策與市場前景動搖投資格局

The past week marked a pivotal moment for central banks worldwide, with several significant rate decisions reshaping the investing landscape for the year ahead.

過去一周是全球央行的關鍵時刻，多項重大利率決策將重塑未來一年的投資格局。

Bank of Japan Ends Negative Rate Policy

日本央行結束負利率政策

In a historic move, the Bank of Japan (BOJ) hiked interest rates for the first time in 17 years, bringing an end to the longest negative rates policy in history. However, the market, anticipating greater hawkishness from the BOJ, reacted negatively, leading to a sharp decline in the Japanese Yen.

日本央行（BOJ）做出歷史性舉動，17年來首次升息，結束了史上最長的負利率政策。然而，市場預期日本央行將採取更強硬立場，反應消極，導致日圓大幅下跌。

Swiss National Bank Surprises with Rate Cut

瑞士央行意外降息

In a surprise move, the Swiss National Bank (SNB) cut interest rates on Thursday, making Switzerland the first developed nation to pivot in the current cycle. This decision further highlighted the contrasting approaches adopted by central banks.

瑞士國家銀行（SNB）週四出人意料地降息，使瑞士成為第一個在當前週期中轉向的已開發國家。這項決定進一步凸顯了各國央行所採取的截然不同的做法。

Federal Reserve Stance Fuels Stock Market Rally

聯準會的立場推動股市上漲

The Federal Reserve (Fed) indicated that it would maintain its projection for three interest rate reductions this year despite persistent inflation readings. This stance fueled a stock market rally to new highs. Investors now estimate an 80% likelihood of the Fed, European Central Bank (ECB), and Bank of England (BoE) implementing their first 25bps rate cuts by June.

聯準會表示，儘管通膨數據持續存在，但仍將維持今年三次降息的預測。這一立場推動股市反彈至新高。投資者目前估計，聯準會、歐洲央行 (ECB) 和英格蘭銀行 (BoE) 在 6 月實施首次 25 個基點降息的可能性為 80%。

Market Outlook and Upcoming Economic Data

市場展望與即將發布的經濟數據

1. Initial Jobless Claims

1. 首次申請失業救濟人數

Investors will closely monitor the Initial Jobless Claims report due on Wednesday. Unexpectedly, the previous week saw a decrease in the number of Americans filing for unemployment benefits, indicating labor market resilience despite recent workforce reductions.

投資者將密切關注週三到期的首次申請失業救濟人數報告。出乎意料的是，上週申請失業救濟的美國人數有所減少，這表明儘管最近勞動力減少，但勞動力市場仍具有彈性。

2. U.S. GDP Revision

2. 美國GDP修正

The revised fourth-quarter U.S. Gross Domestic Product (GDP) report is slated for release on March 28. The Commerce Department's Bureau of Economic Analysis estimates a slight adjustment from the initially reported 3.3% annualized growth rate to 3.2%.

修訂後的美國第四季國內生產毛額(GDP)報告定於3月28日發布。美國商務部經濟分析局的預估年化成長率從最初報告的3.3%略有調整至3.2%。

3. PCE Inflation

3.個人消費支出通膨

Due to the Good Friday holiday in the U.S., markets will be closed on Friday. However, investors will still receive the Fed's preferred inflation measure, the Personal Consumption Expenditures (PCE), on Friday. Wall Street anticipates a softer February reading, potentially supporting the Fed's rationale for future rate cuts.

由於美國耶穌受難日假期，週五市場休市。然而，週五投資者仍將收到聯準會首選的通膨指標——個人消費支出（PCE）。華爾街預期二月數據將走軟，這可能支持聯準會未來降息的理由。

4. Walgreens Earnings

4.沃爾格林的獲利

Walgreens Boots Alliance (WBA) is scheduled to release its Q2 earnings for fiscal year 2024 before market open on March 28. Analysts anticipate an EPS of $0.83 and revenues of $35.85 billion. Despite exceeding analyst estimates in Q1, the company has been facing challenges with lower discretionary spending and reduced contributions from COVID-19 vaccines and testing.

沃爾格林博姿聯盟 (WBA) 計劃於 3 月 28 日開盤前發布 2024 財年第二季度收益。分析師預計每股收益為 0.83 美元，營收為 358.5 億美元。儘管第一季超出了分析師的預期，但該公司一直面臨可自由支配支出減少以及 COVID-19 疫苗和測試貢獻減少的挑戰。

5. Carnival Earnings

5、嘉年華收益

Carnival (CCL) is scheduled to report its Q1/24 earnings on Wednesday. Wall Street predicts an EPS of ($0.18) and revenue of $5.4 billion. While Goldman Sachs has initiated coverage with a buy rating and a price target of $20.00, InvestingPro's Fair Value assessment suggests a potential 12.4% decline in stock price.

嘉年華 (CCL) 定於週三公佈其 2024 年第一季財報。華爾街預期每股收益為 0.18 美元，營收為 54 億美元。儘管高盛已開始給予買入評級並將目標價定為 20.00 美元，但 InvestingPro 的公允價值評估表明股價可能下跌 12.4%。

Investor Considerations

投資者考慮因素

Savvy traders can leverage predictive AI stock-picking tools for potential gains. InvestingPro offers a comprehensive analysis of undervalued stocks with significant upside potential. By subscribing for less than $9 per month, investors can stay informed and make informed trading decisions.

精明的交易者可以利用預測性人工智慧選股工具來獲得潛在收益。 InvestingPro 提供對具有巨大上漲潛力的被低估股票的全面分析。透過每月低於 9 美元的訂閱，投資者可以隨時了解情況並做出明智的交易決策。

In light of the upcoming central bank decisions and economic data, investors should proceed with prudence and conduct thorough research before making any investment decisions. InvestingPro empowers investors with the knowledge and tools to navigate the ever-changing market dynamics.

鑑於央行即將公佈的決策和經濟數據，投資人應謹慎行事，在做出投資決定前進行充分研究。 InvestingPro 為投資者提供知識和工具，以駕馭不斷變化的市場動態。