“川普2.0”正让华尔街宏观交易员遭遇前所未有的混乱洗礼, 特朗普的重返白宫,给市场带来了前所未有的不确定性。从贸易关税的“时开时关”,到外交关系的瞬息万变,再到税收政策的出尔反尔,每一次政策信号的转变都像一记重拳,击碎了交易员的既定策略。 本周,特朗普因“TACO”交易的嘲讽而怒火中烧,同时一项法律裁决威胁到他的核心关税政策,市场一度担忧报复性措施。然而,强劲的企业盈利数据和对经济韧性的押注,...
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