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对欧关税“撤回键”被按下,美元和资本市场都松了口气
如果说谁最不希望看到对欧关税真的落地,那一定不是欧洲,而是美元体系本身。关税升级意味着贸易摩擦扩散,资本流动变慢,全球风险溢价抬升,这对美元并不总是好事。
特朗普此时选择取消威胁,某种程度上是在为金融市场“降压”。美债、美股、外汇市场都对这种缓和信号给予了正反馈。但这并不代表结构性问题消失,只是短期风险被延后。
这更像一次金融层面的“稳预期操作”。当市场开始担心不确定性失控时,政策层面往往需要踩一脚刹车。特朗普收回关税威胁,不是为了欧洲,而是为了不让市场情绪跑偏#特朗普取消对欧关税威胁