美国白宫4月2日宣布，自4月5日起对所有国家征收10%的基准关税。自4月9日起对部分国家征收所谓“对等关税”，其中中国大陆34%、欧盟20%、日本24%、韩国 25%、台湾32%、印度26%，具体清单见附图，其他国家关税保持10%不变。特朗普表示，美国所征收关税将是其他国家对美征收的“一半”。他本想完全对等，但这对很多国家来说都很困难。（路透社）

Forwarded from 竹新社

美国白宫4月2日宣布，自4月5日起对所有国家征收10%的基准关税。自4月9日起对部分国家征收所谓“对等关税”，其中中国大陆34%、欧盟20%、日本24%、韩国 25%、台湾32%、印度26%，具体清单见附图，其他国家关税保持10%不变。
特朗普表示，美国所征收关税将是其他国家对美征收的“一半”。他本想完全对等，但这对很多国家来说都很困难。
（路透社）

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Spiking bond yields driving sharp losses in tech stocks

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.