【德意志银行:贝森特和特朗普周末的言论可能向市场发出了变化的信号】金色财经报道,德意志银行的分析师Jim Reid表示,尽管周末相对平静,但我们确实听到了贝森特和特朗普的消息,他们似乎在告诉我们,他们准备好了重新定位经济的一些痛苦。贝森特说:“我们可能会看到,我们继承的这个经济开始滚动一点。当我们从公共支出转向私人支出时,会有一个自然的调整。市场和经济已经被迷住了。我们已经对政府开支上瘾了,这将是一段戒断期。”与此同时,特朗普表示,“会有一个过渡期,因为我们正在做的事情非常大。我们正在把财富带回美国。这是件大事。我要做的是建设一个强大的国家。你无法真正地观察到股市情况。”如果从表面上看,这些引述的言论表明他们的疼痛程度比几周前大多数人认为的要高。
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