特朗普交易2.0新线索：美债市场将重现2023年10月的暴跌？【纽约Talk 27】

华尔街见闻11-18 22:43

“纽约Talk·郭胜北华尔街前线洞察”年度专栏重磅来袭！立即订阅本栏目嘉宾老师介绍：近日，特斯拉CEO马斯克被任命为美国政府效率部负责人的消息引发市场热议，随着特朗普政府要员的逐步“归位”，市场对于特朗普交易2.0的脉络也开始有了更深入的讨论与押注交易。那么，近期美元、美股、美债等大类资产的异常表现反映了哪些市场预期？“政府效率部”将如何影响美国经济以及金融市场？谁能成为下一任美国财政部部长，...

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