资本市场反应强烈,聚焦点从通胀风险转向增长风险,美联储降息呼声再起。 特朗普政府打出了上任以来最猛烈的贸易组合拳,宣布对加拿大、墨西哥和中国执行进口关税,指示商务部研究对进口铜征税,并强烈暗示对欧洲征税。贸易纠纷的迅速升温,触发美亚股市大跌。同时,消费者信心明显下滑,令增长风险重新定价债市,债市大升,两年期国债利率上周下降16点,破4%大关。 市场避险气氛升温,美元指数再次升上107,上周...
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