报告指出：美关税政策引发市场对美经济衰退担忧，海外资金购买美资产现“急停”

Group 1 - The U.S. government's inconsistent tariff policy has led global investors to avoid U.S. dollar assets, raising concerns about a potential recession in the U.S. economy [1][2] - Deutsche Bank reported that foreign investment in U.S. assets has sharply declined over the past two months, with no signs of recovery even as market conditions appeared to improve [1] - Barclays Bank warned that the risk of a U.S. economic recession is increasing, attributing the slowdown to various factors, including the ambiguous signals from the U.S. tariff policy [2][3] Group 2 - George Saravelos from Deutsche Bank has shifted from a bullish to a bearish outlook on the dollar since February, warning that the tariff policy could lead to a significant sell-off of U.S. assets [1][2] - Saravelos predicts that by 2027, the euro will rise to 1.30 against the dollar, and the dollar will fall to 115 yen against the Japanese yen [2] - Barclays Bank's analysts expect that hard economic data will eventually reflect the negative impacts of tariffs, leading to a sharp slowdown in the U.S. economy and potential recession in the coming quarters [3]