这次是市场赢了特朗普?别高兴太早

华尔街见闻
24 Apr

特朗普突然让步,市场真的赢了吗? 4月24日周四,《华尔街日报》高级市场专栏作家James Mackintosh表示,特朗普此次政策转向是否因市场原因尚不确定。 市场作为资金的实时民意调查,虽对特朗普有一定影响,但他关注的并非某个具体指标(如30年期美债收益率逼近5%),而是股债汇三杀的局面,这通常意味着资本大量逃离美国,是任何政府都难以承受的。 历史上,像1976年英国的财政危机就证明了这一点,...

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