特朗普政府暂停所谓“对等关税”所推动的美股市场反弹并没有持续太久,上周美股再次走弱,三大股指跌幅均超过1.5%。尽管衡量市场波动性的芝加哥期权交易所恐慌指数VIX近一周大幅下跌近30%,但仍高于历史均值。投资者焦虑情绪真正有所好转了吗?美联储利率路径之争特朗普关税的不确定性使企业对增加招聘犹豫不决。上周公布的数据显示,美国初请失业金人数降至两个月低点,表明4月份劳动力市场状况保持稳定。然而,也有...
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