关税裁决交易指南:如果最高法院说“不”,特朗普还有什么牌?

华尔街见闻
Jan 09

市场普遍预计最高法院将否决关税,但真正左右行情的是白宫的“Plan B”。若关税被推翻后迅速以其他法律条款替代,标普或短反弹后回落;债市因财政担忧承压但抛售或短暂。若特朗普启用301、232等条款重建关税结构,法律与执行阻力将使市场进入更长期、不确定的政策拉锯阶段。据央视新闻,当地时间1月6日,美国最高法院宣布,将在本周五(1月9日)就关税问题作出裁决。尽管市场普遍预期这项不利于特朗普的裁决将...

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