高盛称中东局势重新确立美元与股市的反向联系

Core Viewpoint - Goldman Sachs indicates that geopolitical tensions in the Middle East are re-establishing the traditional inverse relationship between the US dollar and risk assets [1] Group 1: Market Dynamics - Over the past eight trading days, the US dollar has shown an opposite trend to the S&P 500 index, contrasting with the positive correlation observed earlier this year during the US-China trade war [1] - The report suggests that the source of global growth and risk shocks is shifting from the US to other regions, primarily driven by geopolitical developments in the Middle East [1]