高盛对冲基金负责人Tony Pasquariello认为,本周是今年对市场影响最大的一周之一。美国空袭伊朗核设施和北约承诺将军费提高到GDP的5%,被视为地缘政治的两大转折点。美国国内方面,第899条款有望取消,多项贸易协议接近达成。市场层面,各大资产类别出现明显的趋势。油价大跌、美元走弱、美债利率曲线牛市陡峭化、工业金属价格大涨,标普500再创新高。本周,标普500指数创新高,纳指100五日连涨...
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