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的同时削弱经济增长，但不会导致经济衰退。预计核心CPI通胀在未来几个月可能因关税影响而同比上升约0.5个百分点，显著高于市场共识和当前定价。市场定价的终端利率可能已较中性水平低100个基点以上，美联储降息空间有限。　　德意志银行策略师团队认为，美国经济正面临供给侧冲击带来的滞胀风险，建议做空十年期美国国债。　　8月12日，据追风交易台消息，德意志银行在最新研报中指出，关税上调和移民政策收紧将对美国

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