Market Sentiment - Investor sentiment is a key factor being discussed [1] - Tariffs are a relevant topic of discussion [1] Economic Outlook - The exceptionalism of the U S is being questioned [1]

Investor Sentiment - BofA Global Fund Manager Survey 的投资者情绪指数在 6 月份升至 3.3，为 3 月份以来的最高读数 [1] - 投资者情绪指数上升可能表明市场对全球贸易战的担忧有所缓解 [1] Market Trend - 特朗普总统的“解放日”关税引发了对全球贸易战的担忧 [1]