Group 1: Major Asset Trends - The 10Y US Treasury yield decreased by 5.0 basis points to 4.42%[3] - The S&P 500 index fell by 1.66% to 6013.13[3] - The price of gold reached a new high at $2934.15, increasing by 0.44%[3] Group 2: Economic Indicators - US new housing starts fell by 9.8% month-on-month to an annualized rate of 1.366 million units[21] - The US PMI for services dropped to 49.7, indicating contraction[26] - The Michigan consumer sentiment index was revised down to 64.7, from a previous 71.7[26] Group 3: Policy Changes and Impacts - Trump's administration has saved over $55 billion through government efficiency measures, with 84,500 federal employees affected[11] - The US is considering a 25% tariff on imports from Canada and Mexico, while maintaining a 10% tariff on all Chinese imports[12] - The expectation for two rate cuts by the Federal Reserve in 2025 has increased due to economic concerns[15]
海外宏观周报（2025年第7期）：特朗普政策的变与不变
Min Yin Zheng Quan·2025-02-24 09:58