瑞银:预计美国7月的贸易和财政决定不会产生持久影响
2025-06-28 09:27:09
预计美国将在7月做出有关贸易和财政政策的重要决定。虽然这些决定可能会引起波动,但我们预计不会对美国的强劲增长或市场产生持久影响。利率和收益率下降的环境支持股票和高质量债券,而美元将继续显示疲软迹象。在近期强劲的上涨之后,今年剩余时间内全球股市的回报预期似乎有限。(金十)
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