作 者:赵伟 申万宏源证券首席经济学家陈达飞 首席宏观分析师赵宇 高级宏观分析师研究支持:浦聚颖 助理宏观分析师联系人:赵宇摘要大类资产&海外事件&数据:特朗普摇摆州支持率全面领先,美国零售超预期海外市场震荡上涨,大宗商品整体走弱。日经225下跌1.6%,恒指下跌2.1%,WTI油下跌8.4%,COMEX银上涨6.8%,10Y美债收益率持平4.08%,美元兑离岸人民币升值至7.12。特朗普...
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