美国MITBBS

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。

对，昨天新闻还啥都没出时候，股市就开始走高
肯定是不少送钱给川普的INSIDER已经知道消息了

川普多牛啊，什么都一句EO， 民主投票制度不再起作用

Lilyamao 写了： ↑昨天, 10:12

对，昨天新闻还啥都没出时候，股市就开始走高
肯定是不少送钱给川普的INSIDER已经知道消息了

川普多牛啊，什么都一句EO， 民主投票制度不再起作用

没错，昨天有人已经贴出来了：美国财政部长事先已经给好哥们儿透露内幕了。

Spencer Hakimian
Do you realize how absolute fucking disgusting this is?
The Treasury Secretary tells a closed door meeting of hedge funds, pensions, and endowments that the tariffs are going to be massively scaled back.
Financial media reports on it hours after fact (and as stocks were ripping all morning long on zero positive news at all).
And then the president confirms all of Bessent’s statements after the market closes for the day.
But sure.

Main Street, not Wall Street.
https://x.com/SpencerHakimian/status/19 ... 4254990722

得想想怎么从川粉的角度做出合理的解读。

shepherd17 写了： ↑昨天, 10:21

没错，昨天有人已经贴出来了：美国财政部长事先已经给好哥们儿透露内幕了。

Spencer Hakimian
Do you realize how absolute fucking disgusting this is?
The Treasury Secretary tells a closed door meeting of hedge funds, pensions, and endowments that the tariffs are going to be massively scaled back.
Financial media reports on it hours after fact (and as stocks were ripping all morning long on zero positive news at all).
And then the president confirms all of Bessent’s statements after the market closes for the day.
But sure.

Main Street, not Wall Street.
https://x.com/SpencerHakimian/status/19 ... 4254990722

lostsoul 写了： ↑昨天, 10:38

得想想怎么从川粉的角度做出合理的解读。

俺不是川粉，俺来解读一下。那些比别人早一步得知政策的人肯定会感激特朗普赠送的发财机会啊。这也说明特朗普够义气；支持我的，我将会回报你们。

投我以献金，
报之以内幕。
匪报也，
共同发财耶！