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0本集回顾八月十四日全球市场走势：美国股市从历史高位回落，七月消费者支出与零售数据意外走弱，密歇根大学调查显示消费者信心转差、通胀担忧仍存；美元跌至五月以来最低，两年期国债收益率连续第三周下跌，十年期收益率在消化疲弱数据的同时盯紧中东局势，白银价格突破六十五美元。与此同时，特朗普对外国制造部件征收关税后无人机股应声上涨，美国对中国无人机加征百分之百关税；抵押贷款利率升至一年多新高，住房投资者称这是至少三年来最糟糕的市场。拉美方面，巴西资产因十月总统选举焦虑录得全球最大跌幅；商品市场里，白糖期货连续第三周走强，精炼利润率维持在接近两年高位。
时间轴
- 00:00:00 开场
- 00:00:40 美股从历史高位回落：消费数据走软
- 00:01:34 美元创五月新低与两年期收益率回落
- 00:02:46 无人机股大涨：特朗普加征关税
- 00:03:36 房贷利率创一年新高，楼市最差三年
- 00:04:38 选举焦虑拖累巴西资产
- 00:05:24 白糖延续涨势，精炼利润接近两年高位
相关信息
- US Stocks Slip From Highs as Investors Weigh Consumer Demand - Bloomberg Markets
- US consumers sour on economy as inflation concerns remain in focus, UMich survey says - Yahoo Finance
- Stock Market Today: Dow Steady After Surprise Retail Sales; Applied Materials Dives On Earnings (Live Coverage) - Yahoo Finance
- Dollar Touches Lowest Since May as Retail Data Dims Fed Bets - Bloomberg Markets
- Treasuries Rise as Weak Retail Sales Dampen Fed Rate-Hike Expectations - Bloomberg Markets
- 10-year Treasury yield inches higher as traders digest soft retail sales, monitor the Middle East - US Top News and Analysis
- Silver prices today, Friday, August 14, 2026: Silver over $65 following soft inflation data this week - Yahoo Finance
- Drone stocks rally after Trump orders tariffs on foreign-made components - US Top News and Analysis
- Stocks Rise Ahead of More Data; US Hits China with 100% Tariffs on Drones | Bloomberg Brief 08/14/26 - Bloomberg Markets
- Housing investors say this is their worst market in at least 3 years - US Top News and Analysis
- Election Angst Fuels Bruising Week in Brazil Markets - Bloomberg Markets
- White Sugar Rally Adds to Already-Steep Refining Margins - Bloomberg Markets
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