投资慧眼Insights - 特朗普对数十个贸易伙伴征收的最新一波关税及意外疲软的非农数据令全球股市大幅下挫,市场押注美联储将于9月会议上重启降息,对利率更为敏感的两年期美债收益率下跌24.1个基点,至3.710%,创下两年来最大单日跌幅。展望后市,美股等风险资产短期存在进一步修正可能,但非农数据的疲软可能受到驱逐移民政策的影响,这是否预示着市场对经济前景的判断将再一次迎来修正? 美元/日元:多空...
Source Link投资慧眼Insights - 特朗普对数十个贸易伙伴征收的最新一波关税及意外疲软的非农数据令全球股市大幅下挫,市场押注美联储将于9月会议上重启降息,对利率更为敏感的两年期美债收益率下跌24.1个基点,至3.710%,创下两年来最大单日跌幅。展望后市,美股等风险资产短期存在进一步修正可能,但非农数据的疲软可能受到驱逐移民政策的影响,这是否预示着市场对经济前景的判断将再一次迎来修正? 美元/日元:多空...
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