Piper Sandler 公司首席投资策略师迈克尔·坎特罗维茨今天在致客户报告中指出,"特朗普的政策言论"是当前驱动市场走势的核心因素。这种局面催生了非此即彼的市场反应 — 有关关税缓和的新闻推高股价,而对政府强硬立场的担忧则导致股市下挫。
Piper Sandler chief investment strategist Michael Kantrowitz wrote in a note to clients on Wednesday, that "Trump's policy rhetoric" is the main thing driving markets right now. This has created binary market action where news of tariff deescalation has sent stocks higher while fears of a stiffer stance from the administration have sent stocks lower.
https://ca.finance.yahoo.com/news/trump ... 45118.html
本版很多牛人都有首席投资策略师的水平,咱们早就看出来美国股市当前就是特朗普市。