【机构:这份报告可能助涨特朗普政府关税战的气焰】金十数据5月2日讯,Academy Securities宏观策略主管Peter Tchir指出,货币政策现在可能会根据今天报告的强度来制定,但如果考虑到修正值和一些细节,该报告并不完全是很好的。在我看来,最大的风险是,这份非农报告可能鼓励特朗普政府在他们的关税策略上更加激进,因为这可能被视为他们的关税策略正在发挥作用并正在创造就业机会(尽管制造业就业减少了1千个)。考虑到市场对贸易局势缓和的积极反应,任何加倍关税(而不是达成交易)都不会是好事。
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