资金加速逃离 美国资产陷入信心危机

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关税战正在让世界加速“卖出美国”。不到半个月,美国市场两度出现“股债汇”三杀情形:一天之内,被视为“全球资产定价之锚”的美国国债遭抛售,并伴随着美股大跌、美元历史性走低。这些信息向世界传递一个清晰信号:资金正在加速逃离美国。美国“股债汇”同步重挫的情形相当罕见。自1971年以来,美国市场仅有6个月出现过类似情况。上一次要追溯到两年前,当时美联储坚持紧缩政策以抑制通胀预期,市场担忧美国经济衰退风险...

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