智通财经APP获悉,景顺亚太区(日本除外)环球市场策略师赵耀庭指出,市场担忧美国资产本质上更高风险日益增加,可能反映对美国经济增长阻力或美国总统特朗普的贸易政策的焦虑。该行基本情景是可以预期一系列不同关税升级和降级情景同时出现,每当有正面消息发布时,美股、美元可能会因市场风险承受程度增加而反弹。不过,美国收益率曲线斜率和期限溢价都在上升。赵耀庭认为,收益率反映投资者担心滞胀,在特朗普政府管治下,...
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