特朗普频繁“推文炸弹”重创市场,投资者摸索出“三天不动”的避险新策略。特朗普重返美国政坛后频繁通过社交媒体发布政策信息,引发市场动荡。为规避政策快速反转带来的损失,债市投资者已总结出“72小时交易规则”:特朗普发布消息72小时内若无反转,再采取交易行动。债市投资者“草木皆兵”债券投资者曾多次因立即响应特朗普的推文而蒙受损失。例如,特朗普发帖威胁对欧洲葡萄酒加征200%关税后,多家投行迅速进行场外...
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