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【华尔街见闻·大师课】戴康:美国非农大调整,改变了什么预期?
戴康的策略世界· 2025-08-04 04:08
Group 1 - The adjustment of the U.S. non-farm payroll data has significantly impacted market expectations, indicating a shift in economic outlook [10] - Understanding the future trajectory of the U.S. economy is crucial, with discussions on whether a recession can be avoided [10] - Following a substantial correction in the U.S. stock market, there are considerations on whether this presents a good buying opportunity [10] Group 2 - Future trends in the U.S. dollar, U.S. Treasury yields, and gold prices are essential for investment strategies [10]
Milken Institute全球会议首日要点回顾
news flash· 2025-05-05 23:18
1、谷歌母公司Alphabet首席信息官称,美国劳动力技能差距使美国处于不利地位。 2、IBM首席执行官科恩对美国经济未来走向持乐观态度。 3、道富银行首席执行官奥汉利称关税政策"混乱"。 4、国会预算办公室主任仍预计债务上限将于夏末到期。 5、Wamco首席信息官布坎南认为,美国经济陷入大衰退的可能性极小。 ...