随着全球市场焦点从关税转向降息,美国股市下半年产生泡沫风险较高,美元或进一步走弱。 周五,美国银行分析师Hartnett表示,随着对美国降息的预期吸引大量资金流入美股,投机性股市泡沫的风险正在增加。 Hartnett在报告援引 EPFR Global 的数据称,今年以来,已有1640亿美元流入美国股市,有望成为历史上第三大年度流入量。 随着投资者对关税的担忧减弱,他们开始消化美联储降息的可能性,并...
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