美国大选落幕,如何看透大选背后的市场博弈?【纽约Talk 26】
“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:
11月6日,特朗普战胜哈里斯成为新一届美国总统,几乎以压倒性的优势获得了众议院与参议院的选举优势,可以预见,未来的四年里特朗普将组成一个“横扫政府”
那么,在如此超预期的选情后,全球资产价格的定价逻辑是否已经开始扭转?
比特币大涨背后,隐含了怎样的交易逻辑呢?
大选虽然已经尘埃落定,但大选背后的博弈却不会停止
随着11月8日凌晨美联储议息会议的召开,市场交易主线是否又会受到冲击呢?
我们现在还需要关注哪些核心指标?
为此,华尔街见闻特邀GSB奖台基金创始人,原纽约德意志银行董事总经理郭胜北老师来为我们分享其本轮大选结束后的看法。
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