TS Lombard美国首席经济学家史蒂夫·布利茨在周二表示，按美国交通安全管理局安检人数衡量的航空出行数据同比下降，表明经济开始放缓。
他指出，投资者应为2025年第三季度低于市场共识的增长，以及更高的通胀做好准备。
在报告中他还指出，随着3个月期国债收益率高于3年期国债收益率，银行放贷开始放缓。
他说，贷款和租赁的增长与M2货币供应增长密切相关，而M2的增速预计将放缓。信贷增长放缓意味着实际增长（即经通胀调整后的增长）也将放慢。
与此同时，为国家债务融资的成本将上升，特别是在长期债务方面，期限溢价的上升推动了收益率曲线的显著陡化。
“经济正在放缓，通胀将上升，金融环境比财政‘放开手脚’前更紧张，而财政部将净发行大约1万亿美元的新债务，”他写道，“这个简单的节奏，是夏日里火热的乐趣。”（市场观察）
BY 加美财经causmoney
Telegram is a cloud-based instant messaging service that has been making rounds as a popular option for those who wish to keep their messages secure. Telegram boasts a collection of different features, but it’s best known for its ability to secure messages and media by encrypting them during transit; this prevents third-parties from snooping on messages easily. Let’s take a look at what Telegram can do and why you might want to use it.
Telegram is a free app and runs on donations. According to a blog on the telegram: We believe in fast and secure messaging that is also 100% free. Pavel Durov, who shares our vision, supplied Telegram with a generous donation, so we have quite enough money for the time being. If Telegram runs out, we will introduce non-essential paid options to support the infrastructure and finance developer salaries. But making profits will never be an end-goal for Telegram.
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