高盛交易台：思考-宏观、微观与市场

市场洞察 - Marquee --- Market Insights - Marquee Market Insights 市场洞察 Ruminations - Macro, Micro, Markets 沉思录 - 宏观、微观、市场 what was the fuss about. 究竟有什么⼤惊⼩怪的 。 Here we are , not even 5 months into the year, and we have seen the full spectrum of animal spirit ai and deregulation fuelled euphoric hope as well as tariff driven growth shock recession and end of globalisation fear. One one hand we are back where we started, on the other hand everything has changed. 现在才刚过不到五个⽉，我们已经经历了由动物精神、⼈⼯智能和放松监管推动的狂热希望，也经历了关 税引发的增 ...