ChainCatcher 消息，据金十报道，华泰证券研报指出，预计三季度关税将温和推高美国核心通胀，市场对通胀上升幅度及持续时间存在分歧。联储大概率将在9月重启降息周期，虽然通胀将在三季度回升，但预计对联储2025年降息的制约有限。短期内通胀回升对美债收益率影响有限，但“大而美”法案实施后美债收益率仍有压力，华泰证券维持中长期美元面临贬值压力的观点。
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