#头条 美国上诉法院暂缓执行宣布特朗普关税无效的裁决 https://telegra.ph/%E7%BE%8E%E5%9B%BD%E4%B8%8A%E8%AF%89%E6%B3%95%E9%99%A2%E6%9A%82%E7%BC%93%E6%89%A7%E8%A1%8C%E5%AE%A3%E5%B8%83%E7%89%B9%E6%9C%97%E6%99%AE%E5%85%B3%E7%A8%8E%E6%97%A0%E6%95%88%E7%9A%84%E8%A3%81%E5%86%B3-05-30
BY 华尔街日报 RSS
A spike in interest rates since the start of the year has accelerated a rotation out of high-growth technology stocks and into value stocks poised to benefit from a reopening of the economy. The Nasdaq has fallen more than 10% over the past month as the Dow has soared to record highs, with a spike in the 10-year US Treasury yield acting as the main catalyst. It recently surged to a cycle high of more than 1.60% after starting the year below 1%. But according to Jim Paulsen, the Leuthold Group's chief investment strategist, rising interest rates do not represent a long-term threat to the stock market. Paulsen expects the 10-year yield to cross 2% by the end of the year. A spike in interest rates and its impact on the stock market depends on the economic backdrop, according to Paulsen. Rising interest rates amid a strengthening economy "may prove no challenge at all for stocks," Paulsen said.
华尔街日报 RSS from ca