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看B站的夜月直播-探索城市新风尚的独特魅力 - 怀亦网络
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资阳市(雁江区、乐至县、安岳县)
嘉峪关市








梅州市(梅县区、蕉岭县、大埔县、平远县、五华县、兴宁市、丰顺县、梅江区)
中卫市(海原县、沙坡头区、中宁县)
保定市(定州市、高阳县、安新县、望都县、博野县、涞源县、莲池区、曲阳县、容城县、涿州市、满城区、蠡县、易县、阜平县、竞秀区、顺平县、雄县、唐县、清苑区、徐水区、定兴县、安国市、高碑店市、涞水县)
三门峡市(卢氏县、陕州区、灵宝市、义马市、湖滨区、渑池县)
新余市(分宜县、渝水区)
商洛市(洛南县、商南县、丹凤县、商州区、山阳县、柞水县、镇安县)
海南藏族自治州(贵德县、兴海县、共和县、同德县、贵南县)
孝感市(孝南区、大悟县、云梦县、应城市、安陆市、孝昌县、汉川市)
沧州市(沧县、肃宁县、黄骅市、盐山县、运河区、河间市、东光县、新华区、吴桥县、献县、南皮县、泊头市、任丘市、青县、孟村回族自治县、海兴县)

  转自:金融界

  直到昨晚人们才缓过神来,特朗普真正的交易是“卖掉美国”。

  全球市场继续遭遇抛售,尤其是对美国资产避之不及:

  -美元、美股、美债同步下跌,并且跌幅不小。美元一度跌破98水平,10年期美债收益率再度逼近4.5%,而美股三大股指跌幅均超2%;

  -与此同时,金价再创历史新高,突破3400美元——这是对美元信用体系的质疑。

  需要注意的是,特朗普对等关税引发的危机“未完待续”,现在又出现了第二轮危机“美联储独立性危机”。

  1、原本我们认为,特朗普通过周一亚洲时段市场的走势,应当认识到对美联储的批评已经影响到了市场,会想办法缓和,但事实相反——特朗普周一再次施压鲍威尔立即降息。在他看来,这恰恰是一场更大的“谈判”。他需要用舆论压力逼迫美联储提前降息,以配合他的减税和财政刺激政策。

  特朗普在TruthSocial上的一篇帖子中表示:“正如我所预测的那样,这些成本呈下降趋势,几乎不会出现通胀,但经济可能会放缓,除非‘太晚先生’,一个大失败者,现在降息。”

  2、这两场都是“人造危机”,解铃还须系铃人。要么特朗普在关税上让步,要么在与美联储的对峙中让步。

  摆在特朗普目前的是一道选择题:

  让美联储让步,在关税上更加激进;

  在关税上让步,更加猛烈批评美联储,换取美联储让步后,进一步升级关税政策。

  从特朗普的性格特点看,他可以轻易出尔反尔,但最终的目标不会改变。现在人们对任何消息都心存恐惧,感觉就像身处一个黑暗的房间里,地板上摆满了锋利的玻璃,最好的办法就是站着不动,祈祷灯能重新亮起来。但时间是不等人的,如果特朗普现在不让步,以后让步就晚了,市场会在最糟糕的情况还没发生前对其定价。

  3、现在最大的问题是,市场站在特朗普这一边,预计美联储今年会降息4次或更多。过去美联储“降息预期”只是单纯的被市场绑架,只需通过几场讲话便能扭转市场预期。而如今市场有了“带头大哥”。

  过去,美联储讲话可以轻松化解危机;如今,市场更在意的是特朗普的下一条推文。卖掉美国的不是资本,而是美国自己。(来源:华尔街情报圈)

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