美国财长出炉,宏观博弈愈发激烈,未来市场将如何演绎?【纽约Talk 22】
“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,Scott Bessent被正式提名担任美国财政部部长,在这一重要举措背后,反映了哪些市场博弈呢?
众所周知,目前火热的特朗普交易2.0与八年前的特朗普交易1.0迥然不同,最主要的变化是宏观环境已经发生了极大的改变,
对于特朗普政府而言,如何在目前的复杂环境中找到政策实施的“最优解”是重中之重,那么我们又能从这一任命中嗅到哪些宏观研究范式的改变与调整呢?我们应该如何把握这一轮特朗普交易2.0的机会呢?
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最新的市场观点,助力您先人一步发觉特朗普交易2.0背后的机会。
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