高盛CEO：几周后，市场才见真章

Group 1 - The CEO of Goldman Sachs, Solomon, expressed surprise at the unexpectedly calm reaction of financial markets to the Middle East conflict, indicating that it may take weeks for the market to fully digest the impact of the conflict [1][2] - Solomon noted that there are still many unknown factors regarding the conflict, and investors are assessing whether it will escalate into a prolonged war and how it might affect consumer behavior [1][2] - The U.S. commitment to ensuring the safety of shipping in the Strait of Hormuz has helped stabilize market sentiment, but the sustainability of this situation remains to be seen [4] Group 2 - Rising oil prices are causing inflationary pressures, leading the market to reprice the Federal Reserve's monetary policy path, with the risk of inflation rebound threatening the global economy [3] - Solomon remains optimistic about the mid-term outlook for the U.S. economy, citing the initiation of a loose monetary cycle and significant regulatory easing as solid support for economic growth [4]