来源：宏观对冲陈凯丰Kevin

就在各大银行将公布业绩，财报季非正式开始的几天前，达美航空的乐观预测提振了航空版块。投资者为整个行业欢呼雀跃。被广泛视为经济晴雨表的道琼斯运输指数创下了自2月底以来的最高水平。

上周初请失业金人数为22.7万人，低于预期的23.5万人。尽管像上周独立日假期这样的数据通常波动较大，但这一数字仍创下七周新低。

达美航空的最新消息和温和的失业救济申请数据有助于安抚投资者。总的来说，这些因素帮助了投资者重新进入了昨日盛行并延续至今的冒险模式。

虽然关税可能加剧通胀和失业，但投资者似乎对这些担忧“越来越不敏感”。目前，投资者在确凿的证据出现之前，可能不会考虑到这一点。

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