川普“变脸大师”,投行“两边打脸”、报告来不及撕了

华尔街见闻
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在中美在经贸领域达成重要共识后,摩根大通首席经济学家Feroli连夜“改报告”,上调全年GDP增长预期、下调衰退概率;高盛首席股票策略师David Kostin上修了在上个月下调的标普预测值;华尔街资深人士Ed Yardeni也将标普年底目标位从6000点上调至6500点。从世界末日到狂欢:一个月内策略师完全转向,华尔街大型投行集体“认错”。随着特朗普关税政策的戏剧性转向,华尔街分析师被迫快速修改...

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