【UNforex财经事件】政策与制度风险叠加升温 「抛售美国」交易重回视野

Group 1 - The U.S. financial markets are under pressure due to multiple political and policy disturbances, with a renewed focus on the "sell America" trade as investors adopt a more conservative risk pricing approach [1][2] - The independence of the Federal Reserve is being questioned, with recent judicial investigations into Chairman Powell's actions causing market reactions, leading to a decline in the U.S. dollar, U.S. Treasury bonds, and stock futures [1][3] - The yield curve for U.S. Treasuries is experiencing upward pressure, with the 10-year yield rising to 4.17% and the 30-year yield reaching 4.828%, indicating uncertainty surrounding the Fed's independence [2] Group 2 - Trump's recent statements regarding tariffs have heightened market anxiety, warning of potential liabilities in the hundreds of billions of dollars if the Supreme Court rules against the government [2] - The market is closely watching the Supreme Court's decision on the legality of tariffs imposed under the International Emergency Economic Powers Act, which is expected to impact policy stability and the investment environment [2][3] - The overall market sentiment remains cautious, with a notable divergence in stock performance, particularly supported by the technology sector despite rising political risks [3]