《大行》国泰君安国际:特朗普习惯性改口 市场选择性相信 料美元资产分化或刚开始

阿斯达克财经
Apr 24, 2025

国泰君安国际发表宏观研究报告表示,善变的美国总统特朗普再度改口,不仅表示中美之间可能会达成贸易协议,也明确表示从没考虑过解雇美联储主席鲍威尔。一时间,市场的风险偏好再度上扬,黄金显著下行。而之前遭到“多杀”的美元资产则出现反弹。该行指市场纠结的关键点,是特朗普政策的不确定性,但特朗普本身的个性意味着其政策的不确定性将成为常态。在股债汇“多杀”的压力下,特朗普对此前的强硬政策进行一定的调整,与他的...

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