全球资本流向大变局:从“拜登大循环”到“特朗普大重置”

华尔街见闻
24 Mar

最近的全球市场,用“风起云涌”来形容都显得保守了。各种“几十年一遇”的巨变接连上演,从特朗普在乌克兰问题上的立场转变,到马斯克大闹华盛顿,再到德国“不惜一切”的决心,以及股市的“东升西落”。 如何理解这一切?今天我们来深度剖析这场大变局背后的核心逻辑,并且试着给出预测:接下去还会发生什么? 从“拜登大循环”到“特朗普大重置” 我们先从中金最近一篇精彩的研报说起。 在这篇题为《特朗普“大重置”:...

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