受关税政策不确定性及经济疲软数据影响,华尔街对美国经济前景的担忧日益加剧。 多家顶级投行模型显示,市场隐含的经济衰退概率显著上升,敲响了美国经济前景的警钟。 据摩根大通模型显示,市场隐含的经济衰退概率已从去年11月底的17%跃升至31%。高盛集团的模型也显示出类似的趋势,经济衰退风险从1月份的14%上升至23%。受衰退预期,截至发稿美元指数已跌至104.30。 特朗普总统的关税政策加剧了市场动荡...
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