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贝森特“坦白了”,特朗普的关税“套路”曝光
美股研究社· 2025-10-27 11:43
来源 | 华尔街见闻 上任仅九个月的时间里,贝森特——这位63岁的美国财长负责推进了特朗普激进的关税议程、 主导了对美联储的改革、放松了加密货币监管、开启了减税的大门。 在接受英国《金融时报》专访时,特朗普政府财政部长、前对冲基金经理 贝森特系统阐述了他 的核心工作理念: 这种做法为他赢得了总统的巨大信任。 宾夕法尼亚州共和党参议员戴维·麦考密克(David McCormick)透露: "在不激怒市场的前提下,最大化推行'MAGA'。" 贝森特在采访中表示,与其它非正统的民粹主义政府不同, 他"对市场抱有健康的敬畏之 心",必须"尊重市场"。 对于特朗普政府全球大规模征收关税,造成市场动荡的行为, 贝森特表示,特朗普的策略"总 是先宣布高额关税以创造谈判杠杆,随后再将其降低"。他评价道: "他(特朗普)的风险承受能力比我高。" 力推MAGA的财政部长, 挥霍美财政部信誉? 作为特朗普内阁中负责全球最大经济体及其债务市场的核心人物,贝森特将Maga议程全面引 入美国财政部 。 值得一提的是,在特朗普的首个任期内,财政部曾被视为抵制特朗普政策的 堡垒。 特朗普对他抱有极大的信心",并视其为"理性的声音"和"能把事 ...
贝森特“坦白了”,特朗普的关税“套路”曝光
Sou Hu Cai Jing· 2025-10-26 13:47
Core Viewpoint - The article discusses the actions and strategies of U.S. Treasury Secretary Bessent, highlighting his approach to implementing Trump's "Make America Great Again" (MAGA) agenda while managing market reactions and maintaining credibility [1][2]. Group 1: Bessent's Strategies and Market Impact - Bessent has advanced Trump's aggressive tariff agenda, reformed the Federal Reserve, relaxed cryptocurrency regulations, and initiated tax cuts within his first nine months [1]. - He believes in maximizing the MAGA agenda without upsetting the markets, showing a healthy respect for market dynamics [1]. - Since Bessent's appointment, the S&P 500 index has risen approximately 12%, while the 10-year U.S. Treasury yield has decreased by over 0.5 percentage points to 4% [2]. Group 2: Criticism and Political Dynamics - Critics argue that Bessent has undermined the Treasury's long-standing commitment to free-market principles and has made the institution excessively partisan [2]. - Concerns have been raised about Bessent "rapidly squandering" the Treasury's credibility, which could lead to severe consequences if perceived as overly politicized [2]. - The dollar has depreciated by about 8% since Bessent took office, with some attributing this to a loss of market confidence [4]. Group 3: Role in Federal Reserve and Political Interventions - Bessent has taken a more public stance on intervening with the Federal Reserve compared to previous Treasury secretaries, supporting Trump's attempts to dismiss Fed officials [5]. - He has criticized the Fed's quantitative easing and its expansion into areas beyond its mandate, positioning himself as a challenger to potential Fed chair candidates [5]. - Bessent's political connections, particularly with Steve Bannon, have solidified his position within the MAGA framework, allowing him to navigate internal challenges [6]. Group 4: Future Challenges and Economic Outlook - Bessent faces internal opposition, particularly regarding a proposed multi-billion dollar aid package for Argentina, which some MAGA allies oppose [6]. - The true test for Bessent will be whether he can help Trump deliver on promises of an economic "golden age," despite challenges such as slowing job growth and persistent inflation [6]. - Bessent's role is to provide options and potential outcomes to the president, who ultimately decides the extent of policy implementation [7].
今天消息:贝森特“坦白了”,特朗普的关税“套路”曝光
Sou Hu Cai Jing· 2025-10-26 13:35
在接受英国《金融时报》专访时,特朗普政府财政部长、前对冲基金经理贝森特系统阐述了他的核心工作理念: "在不激怒市场的前提下,最大化推行'MAGA'。" 贝森特在采访中表示,与其它非正统的民粹主义政府不同,他"对市场抱有健康的敬畏之心",必须"尊重市场"。 对于特朗普政府全球大规模征收关税,造成市场动荡的行为,贝森特表示,特朗普的策略"总是先宣布高额关税以创造谈判杠杆,随后再 将其降低"。他评价道: "他(特朗普)的风险承受能力比我高。" 华尔街见闻 2025-10-26 18:40发布于上海华尔街见闻官方账号 上任仅九个月的时间里,贝森特——这位63岁的美国财长负责推进了特朗普激进的关税议程、主导了对美联储的改革、放松了加密货币 监管、开启了减税的大门。 力推MAGA的财政部长,挥霍美财政部信誉? 作为特朗普内阁中负责全球最大经济体及其债务市场的核心人物,贝森特将Maga议程全面引入美国财政部。值得一提的是,在特朗普的 首个任期内,财政部曾被视为抵制特朗普政策的堡垒。 这种做法为他赢得了总统的巨大信任。宾夕法尼亚州共和党参议员戴维·麦考密克(David McCormick)透露: 特朗普对他抱有极大的信心", ...
贝森特“坦白了”,特朗普的关税“套路”曝光
华尔街见闻· 2025-10-26 10:43
上任仅九个月的时间里,贝森特——这位63岁的美国财长负责推进了特朗普激进的关税议程、主导了对美联储的改革、放松了加密货币监管、开启了减税 的大门。 在接受英国《金融时报》专访时,特朗普政府财政部长、前对冲基金经理 贝森特系统阐述了他的核心工作理念: "在不激怒市场的前提下,最大化推行'MAGA'。" 贝森特在采访中表示,与其它非正统的民粹主义政府不同, 他"对市场抱有健康的敬畏之心",必须"尊重市场"。 对于特朗普政府全球大规模征收关税,造成市场动荡的行为, 贝森特表示,特朗普的策略"总是先宣布高额关税以创造谈判杠杆,随后再将其降低"。他评价 道: "他(特朗普)的风险承受能力比我高。" 力推MAGA的财政部长,挥霍美财政部信誉? 作为特朗普内阁中负责全球最大经济体及其债务市场的核心人物,贝森特将Maga议程全面引入美国财政部。 值得一提的是,在特朗普的首个任期内,财政部 曾被视为抵制特朗普政策的堡垒。 这种做法为他赢得了总统的巨大信任。 宾夕法尼亚州共和党参议员戴维·麦考密克(David McCormick)透露: 特朗普对他抱有极大的信心",并视其为"理性的声音"和"能把事情办成的人。 然而,这一做法也引 ...
贝森特“坦白局”:力推MAGA,但保护市场,特朗普“总是宣布高关税创造杠杆,随后降低”
美股IPO· 2025-10-26 03:30
贝森特坦言,其核心工作是在推行"MAGA"议程与"不引发市场愤怒"这条底线之间寻求平衡。他表示,自己对市场抱有敬畏 之心,必须"尊重市场"。 上任仅九个月的时间里,贝森特——这位63岁的美国财长负责推进了特朗普激进的关税议程、主导了对美联储的改革、放松 了加密货币监管、开启了减税的大门。 在接受英国《金融时报》专访时,特朗普政府财政部长、前对冲基金经理 贝森特系统阐述了他的核心工作理念: "在不激怒市场的前提下,最大化推行'MAGA'。" 然而,这一做法也引发了批评。媒体引述批评者和前美国财政部官员观点称, 贝森特不仅动摇了财政部在贸易、政府干预 和央行自主权等问题上长期坚持的自由市场正统,还使其变得前所未有地党派化。 一位前财政部官员警告, 贝森特正在"迅速挥霍"财政部长期积累的、与黄金等价的信誉: "如果财政部被视为一个过度政治化的机构,它将在市场面前丧失信誉,这将产生严重且实质性的后果。" 对此,贝森特则以市场数据作为回应。自他1月28日上任以来,标普500指数上涨了约12%,而作为长期借贷成本基准的10 年期美国国债收益率同期下降了超过0.5个百分点至4%。他将此视为对那些警告其政策将引发通胀和债务危 ...
贝森特“坦白局”:力推MAGA,但保护市场,特朗普“总是宣布高关税创造杠杆,随后降低”
Hua Er Jie Jian Wen· 2025-10-26 02:42
Core Viewpoint - The article discusses the actions and philosophy of U.S. Treasury Secretary Bessent, highlighting his approach to implementing Trump's "Make America Great Again" (MAGA) agenda while maintaining market stability [1][2]. Group 1: Bessent's Approach and Philosophy - Bessent emphasizes maximizing the MAGA agenda without upsetting the markets, showing a healthy respect for market dynamics [1]. - He believes that Trump's strategy of imposing high tariffs initially serves as a negotiation tool, which is later adjusted to ease market tensions [3]. - Bessent's role has been perceived as a stabilizing force in the Trump administration, often acting as a buffer against extreme market reactions [3][4]. Group 2: Market Reactions and Criticism - Since Bessent's appointment, the S&P 500 index has risen approximately 12%, while the 10-year U.S. Treasury yield has decreased by over 0.5 percentage points [2]. - Critics argue that Bessent's actions have politicized the Treasury and undermined its long-standing reputation for maintaining a free market [2][4]. - The U.S. dollar has depreciated by about 8% since Bessent took office, raising concerns about market confidence [4]. Group 3: Influence on Federal Reserve - Bessent has taken a more public stance on intervening with the Federal Reserve compared to previous Treasury secretaries, supporting Trump's attempts to influence Fed appointments [5]. - He has criticized the Fed's quantitative easing policies and its expansion into areas beyond its traditional mandate [5]. - Bessent's political connections and support from key figures in the MAGA movement have strengthened his position within the administration [6]. Group 4: Internal Challenges and Future Outlook - Bessent faces internal opposition from MAGA allies regarding his proposed financial aid to Argentina, which some view as contradictory to MAGA principles [6]. - The ultimate test for Bessent will be whether he can help fulfill Trump's economic promises amid challenges like slowing job growth and persistent inflation [6]. - Bessent's role is to provide options and potential outcomes to the president, who ultimately decides the extent of policy implementation [7].
X @The Economist
The Economist· 2025-10-24 23:20
The greatest civilisations of the past 3,000 years were the opposite of MAGA https://t.co/PTMkJuk57C ...
X @The Economist
The Economist· 2025-10-23 22:40
The greatest civilisations of the past 3,000 years were the opposite of MAGA https://t.co/pQUy59FFbL ...
X @Nick Szabo
Nick Szabo· 2025-10-23 18:11
RT Tucker Carlson (@TuckerCarlson)Ted Cruz, Lindsey Graham and Mark Levin have declared themselves the heirs of MAGA. Before Wikipedia erases the recent past and people start to believe this, a reality check with MTG. ...