渣打财富方案首席投资办公室预计,特朗普政府将在第三季与主要合作伙伴达成初步贸易协议,并通过一项适度刺激的预算。另外,美国关税升至1938年来最高,或拖慢经济推高通胀,惟就业转差,联储局未来12个月或减息75个基点,分别是今年底前减两次,明年上半年再减一次,每次25点子。该行指,核心配置黄金,如中东局势区定,黄金短期内上行空间有限,但仍是重要对冲工具,12个月目标维持3,500美元。而美国十年期债息...
Source Link渣打财富方案首席投资办公室预计,特朗普政府将在第三季与主要合作伙伴达成初步贸易协议,并通过一项适度刺激的预算。另外,美国关税升至1938年来最高,或拖慢经济推高通胀,惟就业转差,联储局未来12个月或减息75个基点,分别是今年底前减两次,明年上半年再减一次,每次25点子。该行指,核心配置黄金,如中东局势区定,黄金短期内上行空间有限,但仍是重要对冲工具,12个月目标维持3,500美元。而美国十年期债息...
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