自特朗普当选总统以来,过去6次密歇根大学通胀预期调查结果发布时,市场的反应都一样,美股出现了6次下跌。美股遭遇“黑色星期五”,三大股指全线走低,其中纳指跌2.7%领跌,公用事业板块成为唯一收涨的板块。美股重挫背后的“罪魁祸首”是密歇根大学。受关税威胁冲击,美国3月密歇根大学短期通胀预期飙升至4.9%,长期通胀预期也升至1993年以来最高,同时消费者信心创逾两年新低。自从特朗普当选以来,“硬数据”—...
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