Insights
上週,美國股市受循環性板塊強勁表現帶動,標普500指數上漲1.68%,收於5969.33點。債市方面,市場對美國經濟衰退的擔憂持續減弱。不過,隨著「川普交易」效應逐漸消退,美國10年期公債殖利率出現小幅回落,而美元指數則在...
Insights
As the unwinding of yen carry trades came to an end, the market returned to a more stable state, though it remains highly sensitive to economic data. The S&P 500's gains narrowed due to underperformance in some tech stocks, while it also faced the challenge of reaching new highs. Meanwhile, U.S....