当地时间11月22日,美国当选总统特朗普提名曾担任过索罗斯基金管理公司首席投资官的亿万富翁贝森特担任财政部长一职。该提名公布后,市场迅速从此前持续了一段时间、近期逐渐熄火的“特朗普交易”转向“贝森特交易”。 荷兰合作银行的分析师团队在研报中写道:“贝森特是一位成功的宏观对冲基金经理,他倾向于将美国预算赤字降至国内经济生产总值(GDP)的3%。他是下任美国财政首选的消息,增加了部分‘特朗普交易’...
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