投资慧眼Insights - 美国7月CPI基本符合预期,表明美国政府大规模征收进口关税对商品价格的传导效应迄今仍较为有限,加之美中贸易冲突担忧进一步缓和。投资者情绪偏向乐观,标普、纳指续创历史新高,VIX恐慌指数跌至近七个月高位。尽管关税仍可能继续温和推高核心通胀,但企业需求偏弱以及就业市场走弱对通胀的上行幅度构成制约,而需求放缓以及驱逐非法移民加速意味着三季度就业市场仍面临压力,美联储9月或...
Source Link投资慧眼Insights - 美国7月CPI基本符合预期,表明美国政府大规模征收进口关税对商品价格的传导效应迄今仍较为有限,加之美中贸易冲突担忧进一步缓和。投资者情绪偏向乐观,标普、纳指续创历史新高,VIX恐慌指数跌至近七个月高位。尽管关税仍可能继续温和推高核心通胀,但企业需求偏弱以及就业市场走弱对通胀的上行幅度构成制约,而需求放缓以及驱逐非法移民加速意味着三季度就业市场仍面临压力,美联储9月或...
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