金融工程周报：又一次TACO交易，但不会是再一次解放日-20251012

• The report does not contain any specific quantitative models or factors for analysis or construction[1][2][3] - The content primarily focuses on macroeconomic strategies, asset allocation, and tactical trading recommendations, without detailing quantitative models or factor-based methodologies[5][6][34] - No quantitative backtesting results or specific factor performance metrics are provided in the report[1][2][3]