美中关税回撤：经济学家和分析师的六点解读 https://telegra.ph/%E7%BE%8E%E4%B8%AD%E5%85%B3%E7%A8%8E%E5%9B%9E%E6%92%A4%E7%BB%8F%E6%B5%8E%E5%AD%A6%E5%AE%B6%E5%92%8C%E5%88%86%E6%9E%90%E5%B8%88%E7%9A%84%E5%85%AD%E7%82%B9%E8%A7%A3%E8%AF%BB-05-13-2

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美中关税回撤：经济学家和分析师的六点解读

cn.wsj.com Ed Ballard 1 minute 1、这是一个超出预期的重大转变。许多市场观察人士对美中同意削减的关税幅度感到惊讶。 2、但贸易战远未结束。休战期为90天。不过，麦格理(Macquarie)表示，根据特朗普(Trump)第一届政府时期的先例，达成全面贸易协议可能需要更长时间。荷兰国际集团(ING)高级经济学家因加·费希纳(Inga Fechner)表示，周一的消息将被视为中国的胜利，这增加了休战可能破裂的风险。费希纳说：“我甚至不认为这90天的关税暂停期能够维持下去。”…

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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.