4月2日,美国新一轮关税政策即将落地。花旗认为,这或成为“贸易战2.0”的阶段性节点,而非终点。新一轮贸易战可能成为触发资本流向逆转的导火索,特别当欧洲财政政策转向宽松、美国消费者支出疲软之际。短期市场可能因关税冲击出现“膝跳反应”——美元走强、美股与美债收益率承压,但长期风险在于贸易战对美经济增速的拖累被低估。 花旗的Adam Pickett分析师团队在最新研报中写道: 4月2日即将到来,更多...
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