投资慧眼Insights - 随着8月1日关税最后期限来临,“靴子落地”引发市场关注的焦点开始转变。当前美国实际关税税率可能会在17%-18%之间,低于解放日约30%水平。投资者希望从数据中看到当前关税对经济、通胀的实际影响。日内可重点关注美国非农报告,鉴于核心PCE物价指数显示通胀正在升温,若劳动力市场大幅放缓,潜在的滞涨将再度加剧市场担忧,并为美股、比特币等风险资产带来逆风因素。但若劳动力市场...
Source Link投资慧眼Insights - 随着8月1日关税最后期限来临,“靴子落地”引发市场关注的焦点开始转变。当前美国实际关税税率可能会在17%-18%之间,低于解放日约30%水平。投资者希望从数据中看到当前关税对经济、通胀的实际影响。日内可重点关注美国非农报告,鉴于核心PCE物价指数显示通胀正在升温,若劳动力市场大幅放缓,潜在的滞涨将再度加剧市场担忧,并为美股、比特币等风险资产带来逆风因素。但若劳动力市场...
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