Third Point还表示,当前没有衰退迹象,通胀放缓,实际利率仍需下调。Loeb补充道:“我们相信,健康的消费者支出和活跃的个人投资将为市场提供流动性支持。我们认为,这为事件驱动型投资提供了特别有利的环境,尤其是在我们大多数竞争对手已退出该领域的情况下。”
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