观点股票估值

Trump mark two and the effect on UK investors
特朗普2.0及其对英国投资者的影响

US stocks have rallied since the election, but the main risk comes from bonds
由于美国股市占manbetx app苹果 市场的三分之二以上,特朗普第二任期对股票投资组合的影响难以避免。

It was Treasury Secretary John Connally who famously quipped in the 1970s that the US dollar was “our currency, but your problem”. Today, investors around the world could just as easily replace “currency” with “interest rate”, “stock market” or “geopolitical strategy”. Donald Trump’s win changes all of these, and more.

20世纪70年代,美国财政部长约翰•康纳利(John Connally)曾说过一句名言:美元是“我们的货币,却是你们的问题”。如今,世界各地的投资者也可以轻而易举地用“利率”、“股市”或“地缘政治战略”替代“货币”。唐纳德•特朗普的胜选改变了所有这些,甚至更多。

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