盛宝:投资者可能将特朗普因格陵兰岛问题对欧洲的关税威胁视为两大冲击
Jin Rong Jie·2026-01-19 02:38
Core Viewpoint - Investors may perceive President Trump's tariff threats regarding Greenland as two significant shocks to Europe, leading to a risk-averse market reaction without a clear strengthening of the dollar [1] Group 1 - The market response is characterized by a risk-averse sentiment, yet there is no notable increase in the dollar's value [1] - The euro remains strong, indicating that investors view the situation not only as a growth shock but also as a geopolitical and systemic shock [1] - Tariffs are being used as leverage for a wide range of issues beyond trade, resulting in a more persistent risk premium that is harder to hedge [1]