经济学家:关税故事只过半,“地产大亨”特朗普打碎市场美梦

金十财经
8 hours ago

【经济学家:关税故事只过半,“地产大亨”特朗普打碎市场美梦】金十数据4月22日讯,AMP Capital首席经济学家谢恩•奥利弗表示,持续的不确定性和关税故事只说了一半,意味着现在说美国、全球股市低点已经过去还为时过早。他指出,白宫可能会开始威胁美联储的独立性,这是“新的担忧”。奥利弗表示:“对美联储独立性的任何威胁,都将进一步威胁人们对美国作为安全港的信心,并导致市场再次承压。美国国债收益率面临更大的上行压力,美元面临更大的下行压力,因为投资者投资美国将需要更高的风险溢价。这反过来将增加美国金融动荡和经济衰退的风险。如果不是这位试图摧毁全球贸易体系的房地产大亨,今年的市场本可以庆祝通胀得到控制,同时对经济增长造成有限损害。”

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