03/09/2025, 05:29 AM UTC
美国增长担忧和欧洲财政/国防倡议削弱美国例外主义的牛市前景Week Ahead: U.S. Growth Worries And Europe's Fiscal Initiative Weaken American Exceptionalism's Bull Case
1、美国对中国进口，包括香港，再次征收10%的关税；2、最近的价格变动削弱了10年期国债收益率和美元/日元汇率之间的通常相关性；3、新政府下美国立场的戏剧性逆转对加拿大是一个负面冲击。1. The US has imposed another 10% tariffs on Chinese imports, including Hong Kong; 2. The recent price action has weakened the usual correlation between the 10-year Treasury yield and the dollar-yen exchange rate; 3. The dramatic reversal of the US stance under the new administration is a negative shock for Canada.---
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