美股金融股补跌,信用风险担忧几何?——全球资产配置每周聚焦(20260220-20260227)本期投资提示:全球资本市场回顾:本周 (20260220-20260227) 美最高法院裁定美国关税违法,但特朗普政府仍寻求继续推进,同时美伊争端加剧引发油价持续上升,美国1月PPI同比超预期大幅上行。1)固收方面,10Y美债收益率边际下降11BP至3.97%,美元指数下降0.10%;2)权益方面,本周...
Source Link美股金融股补跌,信用风险担忧几何?——全球资产配置每周聚焦(20260220-20260227)本期投资提示:全球资本市场回顾:本周 (20260220-20260227) 美最高法院裁定美国关税违法,但特朗普政府仍寻求继续推进,同时美伊争端加剧引发油价持续上升,美国1月PPI同比超预期大幅上行。1)固收方面,10Y美债收益率边际下降11BP至3.97%,美元指数下降0.10%;2)权益方面,本周...
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