美股正陷入危险的政策反馈循环? 美银警告,市场对特朗普关税政策的淡定反应,正为政府进一步加税提供了空间,而持续升级的贸易战将把美联储推向更加谨慎的立场。随着有效关税率可能攀升至16%或更高水平,投资者面临的不再是短期波动,而是可能延续至2026年的滞胀风险。 关税升级远超市场预期 据央视新闻,当地时间7月4日,美国总统特朗普表示,美国政府将从当天起开始致函贸易伙伴,设定新的单边关税税率。特朗普称,...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.