人取我弃或水暖鸭知 Pimco正退出一种带来巨额收益的债券交易策略

Group 1 - Pimco's Daniel Ivascyn is reducing exposure to the steepening trade in the bond market due to increasing economic and political uncertainties [1] - Pimco's bond funds, totaling approximately $200 billion, have achieved a return rate of 8.3%, outperforming most peers [1] - The steepening trade has historically been a reliable strategy when the Federal Reserve eases monetary policy, as short-term bond yields drop more significantly [1] Group 2 - President Donald Trump's actions to undermine the independence of the Federal Reserve have heightened long-term risks, potentially damaging the Fed's credibility in combating inflation [2] - Trump has publicly criticized Fed Chairman Jerome Powell for inaction and attempted to dismiss Fed Governor Lisa Cook [2]