随着贸易谈判持续出现进展,美股反弹无忧了?美银策略师Michael Hartnett不这么认为。 有“华尔街最准分析师”之称的Hartnett在最新研报中提出了三个关键交易策略:预计市场将在贸易协议公布后"买预期、卖事实",美联储被迫降息前维持做空美元立场,以及在共和党协调预算正式确定未来减税/延长税收政策前继续做多5年期美国国债。 Hartnett认为,推动市场继续上涨的宏观因素,最有可能来自“...
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