美国例外论- 899条款带来的根本性转变和技术阻力
高盛·2025-06-10 10:55
10 June 2025 | 12:24AM BST GOAL Kickstart US exceptionalism - fundamental shifts and technical headwinds from Section 899 Last week both US Manufacturing and Services ISM came in below consensus, while NFPs growth slightly beat consensus (but still points to slowing US growth) and the unemployment rate remained flat. Key economic data releases this week will be US CPI and UofM reports. The ECB lowered the deposit rate by 25bps and downgraded its 2026 inflation projection to 1.6%. Yield curves flattened acro ...