“特朗普交易”叠加美联储降息，标普500创一年来最佳单周表现，美元指数连涨六周 | 海外大类资产周报

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“特朗普交易”叠加美联储降息，道指和标普500创一年来最佳单周表现。美债回落，美元指数连涨六周。美股涨势迅猛，道指首次突破44000点，标普500一度升至6000点上方创年内第50个新高。主要板块多数走高，因特朗普政策倾向放松监管，区域银行、油气类板块领涨，太阳能等可再生能源板块领跌。欧洲股市本周收跌，市场担忧特朗普落实关税计划。泛欧股指半年多来首次连跌三周，欧元区蓝筹股指连跌四周创一年来...

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