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贸易乐观情绪
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说好的衰退呢?美股的突然反弹让基金经理们措手不及
Hua Er Jie Jian Wen· 2025-05-14 13:53
Group 1 - The core message of the news is that the recent suspension of tariffs between the US and China has led to a significant market rally, with the S&P 500 index rising 3.3% this week, erasing all losses for the year [1][3] - The US has canceled 91% of the additional tariffs, and China has reciprocated with a similar cancellation, which has sparked a shift in market sentiment and forced investors to reassess their positions [1][4] - The market's reaction has resulted in a strong rebound in US stocks and the dollar, while traditional safe-haven assets like gold have seen a decline [1][5] Group 2 - Institutional investors who had taken a cautious stance on US assets are facing significant losses due to the unexpected market shift, leading to forced liquidation of short positions [3][4] - Retail investors have benefited from the market's dramatic turnaround, with the Nasdaq Composite index surging nearly 30% since the announcement of the tariffs [5][6] - Some asset management firms caution that the current optimism regarding trade may be overdone, suggesting that the potential economic impacts of the trade war have not yet been fully realized [6][7]
美元需要进一步的贸易进展来维持反弹
news flash· 2025-05-12 09:52
Core Viewpoint - The market needs to believe in the sustainability of trade optimism for the US dollar to recover to levels seen before the announcement of reciprocal tariffs on April 2 [1] Group 1 - The report by Kyle Chapman from Ballinger Group emphasizes the necessity of further trade progress for the US dollar's rebound [1]
马士基股价上涨12%,因受贸易乐观情绪影响。
news flash· 2025-05-12 07:33
马士基股价上涨12%,因受贸易乐观情绪影响。 ...