美国经济在放缓,但美股还在涨,为什么? 高盛对冲基金业务负责人Tony Pasquariello指出,当前市场呈现出明显的矛盾状态,利空因素包括大多数市场人士仍预期美国经济将陷入衰退,投资者正在质疑无风险资产的神圣地位,而美联储可能在短期内不会改变政策立场。但是好的一面是: 美国经济明显失去了动能,但就业市场仍保持相对稳定。 关税相关的头条新闻仍不稳定,但总体趋势开始朝着更为和平的方向发展。 ...
Source Link美国经济在放缓,但美股还在涨,为什么? 高盛对冲基金业务负责人Tony Pasquariello指出,当前市场呈现出明显的矛盾状态,利空因素包括大多数市场人士仍预期美国经济将陷入衰退,投资者正在质疑无风险资产的神圣地位,而美联储可能在短期内不会改变政策立场。但是好的一面是: 美国经济明显失去了动能,但就业市场仍保持相对稳定。 关税相关的头条新闻仍不稳定,但总体趋势开始朝着更为和平的方向发展。 ...
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