Core Viewpoint - President Trump's threat to impose a 100% tariff on Chinese goods has caused significant volatility in global markets, raising questions about whether the impact of the trade dispute is diminishing over time [1] Group 1: Market Reactions - The ongoing trade dispute has led to fluctuations in market conditions, with gold prices reaching new highs [1] - The Federal Reserve's dovish stance is favorable for market liquidity, especially following better-than-expected bank earnings [1] Group 2: Economic Indicators - The interplay between real interest rates and breakeven inflation is influencing market dynamics, with a potential slowdown in U.S. Treasury yields [1] - Short-term factors may cause disturbances in gold prices, but the long-term bullish trend remains intact [1] Group 3: Sector Focus - Analysts suggest that the trade negotiations may shift from broad tariffs to targeted industries, indicating a strategic change in the approach to trade disputes [1]
就市论市丨政府停摆叠加降息预期升温 全球资产分化加大？
Sou Hu Cai Jing·2025-10-17 06:20