经济学家：加拿大乳制品关税未被视为对美国生产商的阻碍
美国总统特朗普最近计划对加拿大乳制品征收关税，但加拿大丰业银行的经济学家 Derek Holt 对这一抱怨不以为然。 Holt 表示，美国乳制品生产商在向加拿大出口产品时无需缴纳关税，因为美国产品的关税税率是在非常高的水平才开始生效，而且美国出口量仅占设定上限的一小部分。 他还表示，美国采用的是同样的保护体系，该体系被纳入了特朗普在第一个任期内谈判达成的《美墨加协定》。 “如果我们想谈论扭曲农业部门政策的问题…… 那就先从停止你们（美国）政府每年通过浪费的农业法案向企业农场提供数千亿美元补贴开始吧。”
BY 财经慢报
The S&P 500 slumped 1.8% on Monday and Tuesday, thanks to China Evergrande, the Chinese property company that looks like it is ready to default on its more-than $300 billion in debt. Cries of the next Lehman Brothers—or maybe the next Silverado?—echoed through the canyons of Wall Street as investors prepared for the worst.
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.
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