央行决策和市场前景改变投资格局

下周将发布关键经济数据，包括首次申请失业救济人数、美国 GDP 修正值和个人消费支出通胀率。市场还将仔细审查沃尔格林和嘉年华的收益报告，以了解市场方向。交易者可以通过关注 InvestingPro 来了解最新情况，该工具提供预测性人工智能选股工具以及对被低估股票的深入分析。

Central Bank Decisions and Market Outlook Shake the Investing Landscape

央行决策和市场前景动摇投资格局

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

过去一周是全球央行的关键时刻，多项重大利率决策将重塑未来一年的投资格局。

Bank of Japan Ends Negative Rate Policy

日本央行结束负利率政策

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）做出历史性举动，17年来首次加息，结束了历史上最长的负利率政策。然而，市场预期日本央行将采取更强硬立场，反应消极，导致日元大幅下跌。

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.

瑞士国家银行（SNB）周四出人意料地降息，使瑞士成为第一个在当前周期中转向的发达国家。这一决定进一步凸显了各国央行所采取的截然不同的做法。

Federal Reserve Stance Fuels Stock Market Rally

美联储的立场推动股市上涨

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.

美联储表示，尽管通胀数据持续存在，但仍将维持今年三次降息的预测。这一立场推动股市反弹至新高。投资者目前估计，美联储、欧洲央行 (ECB) 和英格兰银行 (BoE) 在 6 月份实施首次 25 个基点降息的可能性为 80%。

Market Outlook and Upcoming Economic Data

市场展望和即将发布的经济数据

1. Initial Jobless Claims

1. 首次申请失业救济人数

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.

投资者将密切关注周三到期的首次申请失业救济人数报告。出乎意料的是，上周申请失业救济的美国人人数有所减少，这表明尽管最近劳动力减少，但劳动力市场仍具有弹性。

2. U.S. GDP Revision

2. 美国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%.

修订后的美国第四季度国内生产总值(GDP)报告定于3月28日发布。美国商务部经济分析局的预估年化增长率从最初报告的3.3%略有调整至3.2%。

3. PCE Inflation

3.个人消费支出通胀

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.

由于美国耶稣受难日假期，周五市场休市。然而，周五投资者仍将收到美联储首选的通胀指标——个人消费支出（PCE）。华尔街预计二月份数据将走软，这可能支持美联储未来降息的理由。

4. Walgreens Earnings

4.沃尔格林的盈利

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.

沃尔格林博姿联盟 (WBA) 计划于 3 月 28 日开盘前发布 2024 财年第二季度收益。分析师预计每股收益为 0.83 美元，营收为 358.5 亿美元。尽管第一季度超出了分析师的预期，但该公司一直面临着可自由支配支出减少以及 COVID-19 疫苗和测试贡献减少的挑战。

5. Carnival Earnings

5、嘉年华收益

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.

嘉年华 (CCL) 定于周三公布其 2024 年第一季度收益。华尔街预计每股收益为 0.18 美元，收入为 54 亿美元。尽管高盛已开始给予买入评级并将目标价定为 20.00 美元，但 InvestingPro 的公允价值评估表明股价可能下跌 12.4%。

Investor Considerations

投资者考虑因素

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预测性人工智能选股工具来获得潜在收益。 InvestingPro 提供对具有巨大上涨潜力的被低估股票的全面分析。通过每月低于 9 美元的订阅，投资者可以随时了解情况并做出明智的交易决策。

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.

鉴于央行即将公布的决策和经济数据，投资者应谨慎行事，在做出投资决定前进行充分研究。 InvestingPro 为投资者提供知识和工具，以驾驭不断变化的市场动态。