摩根资产管理的Bob Michele表示，市场抛售是对特朗普政府发出的一则信息，要求其采取行动恢复平 静——正如去年"解放日"关税引发投资者恐慌后官员们所做的那样。 标普500指数周二抹去了2026年的涨幅，国债和美元也双双走低，此前特朗普威胁对多个反对他施压夺 取格陵兰岛的欧洲国家征收关税。此番市场动荡之前，日本40年期国债收益率触及纪录新高，因担忧首 相高市早苗宣布的提前选举可能会为更宽松的政府支出铺平道路，从而加剧该国的财政困境。 在日本财务大臣片山皋月疾呼市场参与者冷静之后，40年期国债周三反弹。特朗普预计将于周三抵达达 沃斯。 Michele表示，鉴于美国债市（包括政府债和企业债）的深度和流动性，全球固定收益投资者别无选 择。他补充说，在宣布提前选举引发财政盈余担忧后，日本国债市场已经变得"失去锚定"作用。 "我们原以为特朗普去达沃斯是为了讨论住房和信用卡的负担能力问题。现在突然变成了讨论格陵兰岛 的负担能力问题，"Michele说道。 责任编辑：于健 SF069 摩根资产管理的Bob Michele表示，市场抛售是对特朗普政府发出的一则信息，要求其采取行动恢复平 静——正如去年"解放日"关税引发投 ...

摩根大通资产管理公司的首席投资官鲍勃·米歇尔表示，市场抛售是对特朗普政府的一个信号，要求其 采取行动恢复平静，就像去年"解放日关税"令投资者感到不安后官员们所做的那样。"目前市场有些混 乱，确实存在一些恐慌情绪，"米歇尔表示。"4月份市场曾出现剧烈波动，之后很多事情都得到了平 息，随后市场恢复了平静。我们需要听到类似的消息。"周二，标普500指数抹去了今年迄今以来的涨 幅，债券和美元也随之下跌。此前，特朗普威胁要对多个反对他吞并格陵兰岛的欧洲国家加征关税。 本文源自：金融界AI电报 ...

Group 1 - The core viewpoint of the article indicates that the recent market sell-off is just the beginning, with a significant focus on upcoming economic indicators and Federal Reserve signals [1][2] Group 2 - The U.S. Producer Price Index (PPI) for July saw a month-on-month increase from 0.00% to 0.9%, which annualizes to nearly 11%, a substantial figure that cannot be overlooked [2] - The market's expectation for a Federal Reserve interest rate cut in September has decreased from 100% to approximately 85%, indicating a shift in market sentiment and potentially leading to capital outflows [2] - The U.S. dollar index experienced a 1.4% drop on the day of the non-farm payroll data, but only a 0.4% increase on the day of the PPI release, suggesting that market participants are still in a wait-and-see mode [2] - The article emphasizes that the true market direction will likely be established within 48 hours following Federal Reserve Chairman Jerome Powell's speech at the Jackson Hole conference, marking a critical turning point for market sentiment [2]

Group 1 - The core viewpoint of the article emphasizes that U.S. Treasury Secretary Mnuchin remains confident in Trump's tariff plans despite the recent market downturn, focusing on the impact on small businesses and consumers rather than Wall Street [1][3] - Mnuchin suggests that the market will experience a transitional period due to tariffs taking effect this month and next, but he believes the market sell-off is a temporary phenomenon [1] - The article highlights the escalation of the U.S.-Canada trade war, with Canada retaliating against U.S. tariffs by imposing counter-tariffs on $155 billion CAD worth of U.S. products and threatening to tax electricity exports to certain U.S. states [1][2] Group 2 - There is a noted shift in Trump's economic policy focus, moving away from emphasizing stock market performance to prioritizing the reduction of long-term bond yields [4] - This change raises questions about whether the stock market, previously a key performance indicator for the Trump administration, has seen its priority diminished amid increasing policy uncertainties [4]