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ING Belgium SA首席投资策略师Vincent Juvyns:第一季度对欧洲股市的热情已经消退。现在看来只是异常现象。美国市场显然重新占据上风。欧洲公司四分之一的收益来自美国,关税上调势必在未来几个季度造成损害。
news flash· 2025-08-01 17:10
Group 1 - The enthusiasm for European stock markets in the first quarter has faded, indicating it was merely an anomaly [1] - The US market has evidently regained dominance over European markets [1] - A quarter of European companies' earnings come from the US, and tariff increases are expected to cause damage in the coming quarters [1]
X @Bloomberg
Bloomberg· 2025-07-31 22:03
Trying to buy or sell a house right now? Does it feel impossible? You’re not alone. @sarahsholder breaks down the frozen US market with @mrgopal and @FairweatherPhD on the Big Take podcast.🎙️ Listen now: https://t.co/LrXRPUyC2K https://t.co/ehElnaGNcZ ...
A lot of countries won't have a deal by tariff deadline, says fmr. U.S. Trade Rep. Wendy Cutler
CNBC Television· 2025-07-09 20:45
Joining us now is Wendy Cutler, vice president at the Asia Society Policy Institute. She's a former acting deputy at the US Trade Representatives Office and worked on negotiations including on the TPP deal and high level China talks. And Wendy, it's great to have you on the show.Welcome. Thank you. Um so, so let's start right there because we did see these deadlines for the cipal tariffs at least in terms of u the the companies for which these letters have gone out extended to August 1st.How much can get do ...