随着叙事转变,美国资产价格出现反弹上行,但花旗银行认为当前美元升值只是短期现象,年内美国股债汇仍存“下杀”概率。 据追风交易台消息,5月13日花旗银行发布报告称,尽管近期市场出现显著上涨,美元走强,风险资产表现亮眼,但当前阶段继续追涨已不具吸引力,尤其是随着经济硬数据转弱以及期限溢价上升的风险增加,市场可能面临调整。 花旗报告强调,随着DOGE缩减开支金额的减少和关税收入下降,美国财政预算落地过程...
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