Odaily星球日报讯 QCP Capital 最新分析指出,特朗普政府首轮贸易政策已引发全球市场剧烈波动。国债收益率曲线出现熊市趋平——2 年期收益率上升而 10 年期收益率下跌,表明市场对短期通胀的担忧以及贸易战对全球经济增长的长期风险。
纽约和伦敦黄金价差扩大,不仅反映了流行的 EFP 套利交易平仓,还暗示黄金在不同金库间转移可能面临物流挑战,提醒市场关税范围可能进一步扩大的不确定性。
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