宏观对冲陈凯丰...07-08
来源：宏观对冲陈凯丰Kevin
不过，市场专家表示，与4月初关税最初宣布时的走势相比，股市的反应要温和得多，因为交易员并不完全相信这些关税会生效。
标普的最大拖累因素之一来自特斯拉，该股价下跌逾8%，至近一个月低点。此前马斯克宣布成立一个新的政党，这将进一步拖累他对特斯拉事业的投入，给他最有价值的企业带来压力，并加剧他与特朗普的矛盾。
特朗普引发通胀的关税政策使美联储的降息之路更加复杂。因此，定于周三发布的美联储6月会议纪要应该能为货币政策前景提供更多线索。
交易员押注7月份利率保持不变的可能性为95%，而9月份降息的可能性接近63%。
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