当地时间7月14日,美国总统特朗普表示他接受采访发言震撼市场、美国财长贝森特接受采访使市场平静。我们认为特朗普“唱白脸”扰动市场+贝森特“唱红脸”平抑市场是特朗普主导的新闻驱动型市场中“TACO交易”的“明牌套路”。在Section899、美日关税谈判以及解职鲍威尔等问题上,特朗普的发言都给市场带来了负面冲击,此后,贝森特都有利好市场的相关表态和行动:他呼吁美国国会在OBBBA中删除...
Source Link当地时间7月14日,美国总统特朗普表示他接受采访发言震撼市场、美国财长贝森特接受采访使市场平静。我们认为特朗普“唱白脸”扰动市场+贝森特“唱红脸”平抑市场是特朗普主导的新闻驱动型市场中“TACO交易”的“明牌套路”。在Section899、美日关税谈判以及解职鲍威尔等问题上,特朗普的发言都给市场带来了负面冲击,此后,贝森特都有利好市场的相关表态和行动:他呼吁美国国会在OBBBA中删除...
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