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  分析人士认为,特朗普的贸易政策是美国例外主义时代终结的催化剂,也损害了美国市场作为投资首选地的形象。

  特朗普引发的贸易冲突影响了商业决策,扰乱了经济增长预测。CEO们纷纷下调业绩指引,华尔街各大银行也纷纷下调了标普500指数的年底目标。

  美国银行最新的全球基金经理调查显示,有意减持美国股票的全球投资者数量创下2001年数据收集以来的最高纪录。73%的受访者表示,他们认为美国例外主义已经达到顶峰。

  百达资产管理公司的高级多资产策略师ArunSai表示,特朗普政府的贸易政策引发了对美国经济增长的担忧,促使全球投资者重新考虑对美国资产的配置。Sai表示:“即便从现在开始逐步缓和,损害已然造成。木已成舟,覆水难收。”

  美国个人投资者协会的最新调查显示,在过去八周里,超过50%的受访者看跌美国股市。

  焦点财富伙伴公司的投资策略师JasonBlackwell表示,客户要求增加对国际股票的配置,这种情况可能已有15年没出现过了。

  Blackwell说:“在过去几周里,我们一直收到这样的要求。所以,投资者对此肯定又产生了兴趣。”

  墨西哥总统克劳迪娅·辛鲍姆表示,上周她与美国总统唐纳德·特朗普就美国对部分墨西哥商品的关税进行了讨论,双方尚未达成协议。

  辛鲍姆周一称,他们就汽车还有钢和铝的25%关税进行了讨论。她补充说,在她与特朗普的通话结束后,两国高层官员之间的会谈仍在继续。

墨西哥总统辛鲍姆

  “我们尚未达成协议,但在商业和经济部长层级以及总统级都有沟通,”辛鲍姆在每天的新闻发布会上说。”

  墨西哥经济部已经表示,其目标是在5月3日——届时汽车零部件关税预计将生效——之前就谈判取得进展。

  特朗普上周在社交媒体发帖称这次谈话是很有成效。

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