【分析师：消费者信心成关键变量】金十数据5月8日讯，美国宾夕法尼亚州马歇尔金融公司首席投资官Adam Reinert表示，虽然鲍威尔及其同僚或许能从近期的劳动力市场数据中获得些许安慰，但关税进一步影响的威胁切实存在，这可能促使他们在未来的会议中采取行动。从宏观层面来看，我们认为一个关键考量因素将是，实际数据是否开始证实消费者信心走弱，或者消费者是否会像2022年那样继续展现出韧性。如果2018年的关税谈判能提供什么借鉴的话，那便是美联储可能需要采取不那么强硬、更为宽松的政策，才能让市场和经济摆脱任何与关税相关的潜在困境。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.