美国经济表现尚强劲的背后,关税冲击才刚刚开始? 据追风交易台消息,花旗银行分析师Veronica Clark等的最新研报显示,尽管近期市场乐观情绪因关税减缓预期而升温,美股已完全收复4月2日关税宣布后的跌幅,但美债收益率(尤其是2年期)显著下行,市场仍在消化美联储今年将降息超过80个基点的预期。 与此同时,4月2日关税政策宣布后,软数据呈现明显走弱趋势,美国4月制造业PMI略高于50,本周公布的...
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