穆迪通常在下调主权评级上比较保守,所以在三家评级机构中出手最慢。这次穆迪降级的时机比较有趣。 中美关税战休战90日,美国税改法案未能通过程序,穆迪调降美国主权信用评级,俄乌谈判不欢而散,特朗普中东之行满载而归。市场关注美国财政赤字的可持续性,十年期国债收益率上行,收益率曲线变陡。股市重回增杠杆,纳斯达克指数上周升超过7%,并引领全球股市向好。美伊核谈判有进展,油价反弹。地缘政治趋稳,金价走软。美元...
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