当特朗普宣誓就任美国第47任总统时，他宣称一个新的"黄金时代"已经来临。 在特朗普执政百日之际，那些从字面意义上相信他的话并买入贵金属的投资者获得了丰厚的回报。而那些认真对 待他的承诺并大量购入美国股票和美元的投资者却被辜负了。美国国债的买家也是如此，他们甚至看到美国国债 的避险地位都受到了质疑。 特朗普上任头100天各资产的回报 以下是对特朗普执政头100天各资产表现的具体分析： 股市 尽管近期有所企稳，但标普500指数自特朗普就职以来已下跌约8%，并有望创下半个世纪以来最差的总统任期开 局。 在连续两年实现超过20%的涨幅以及原本预期特朗普会推行促进增长的议程之后，华尔街几乎没有人预见到这种 情况的发生。相反，由于特朗普基本上对与美国公司开展业务的每个国家都加征了关税，随后又反复无常地调整 政策后，市场大幅波动。 新政府并没有通过一系列的减税措施和放松监管来激发美国经济和市场的主导地位，反而是大量的关税举措和地 缘政治的不确定性，引发了近年来历史上最为极端的一些市场波动。 美国股市在特朗普第二任期开始时接近历史高点，如今正朝着自1974年杰拉尔德・福特（Gerald Ford）以来总统 任期的最差百日表现 ...

Group 1: Rothschild Family - The Rothschild family is known for their historical financial maneuvers, such as Nathan Rothschild's strategic selling of British bonds during the Waterloo battle, which allowed them to profit significantly from the ensuing market panic [4][5] - The family maintains a low profile in modern times, engaging in substantial investments like the $27 billion restructuring of an energy giant, while adhering to traditional practices [5][7] Group 2: Rockefeller Family - The Rockefeller family, originally from the oil industry, successfully diversified their wealth after the breakup of Standard Oil, with descendants now managing significant real estate and investments [8][10] - Recently, the family has taken unconventional steps, such as insuring lunar assets in anticipation of space tourism, showcasing their continued influence and wealth [12] Group 3: DuPont Family - The DuPont family has a legacy that began with explosives and has evolved into a diverse conglomerate, producing everything from ammunition to beauty products [14][16] - Their unique approach to maintaining family lineage includes strict marriage rules, resulting in a notable focus on preserving their wealth and influence [18] Group 4: Bei Family - The Bei family, with roots in traditional Chinese medicine, has a rich history dating back to the Ming Dynasty, emphasizing cultural heritage and craftsmanship [19][21] - Their contributions to architecture, particularly through the work of architect I.M. Pei, reflect a blend of modernity and tradition, encapsulating their family's legacy [23] Group 5: Wealth Preservation Strategies - These elite families utilize advanced information networks, educational rigor, and a facade of modesty to maintain their wealth across generations [24][25] - The Rothschilds, Rockefellers, and Beis have all demonstrated unique methods of wealth management that intertwine cultural significance with financial acumen [24][25]

Group 1: U.S. Economic Policy Changes - The U.S. tariff policy has undergone dramatic reversals since the announcement of "reciprocal tariffs" on April 2, with tariffs on Chinese goods raised to 125% and a 90-day suspension of reciprocal tariffs on most trade partners[3] - The Federal Reserve's March meeting minutes highlighted economic uncertainty due to tariff policies, leading to a cautious stance from the Fed[5] - The U.S. House of Representatives passed a budget plan to raise the debt ceiling by $5 trillion over the next decade, despite concerns about fiscal sustainability[7] Group 2: Inflation and Consumer Confidence - U.S. March CPI and PPI inflation rates exceeded expectations, with core CPI rising 2.8%, the lowest growth rate in four years[8] - The University of Michigan's consumer confidence index fell to 50.8, the second-lowest level in history, with one-year inflation expectations reaching 6.7%, the highest since 1981[10] - The GDPNow model predicts a Q1 GDP annualized rate of -2.4%, indicating potential economic contraction[11] Group 3: Market Reactions - U.S. stock markets showed volatility, with the S&P 500, Dow Jones, and Nasdaq rising 5.7%, 5.0%, and 7.3% respectively for the week, but still down 5.4%, 4.8%, and 5.0% since April 2[14] - U.S. Treasury yields surged, with the 2-year yield rising 28 basis points to 3.96% and the 10-year yield up 47 basis points to 4.48%[18] - The dollar index fell 3.06% to 99.77, marking its first drop below 100 since July 2023, with the Swiss franc and euro gaining the most among non-U.S. currencies[22]

Economic Policy - The US has imposed a 25% tariff on steel and aluminum, effective March 12, with threats of additional tariffs on Canadian imports and a 200% tariff on EU wine[6] - February CPI and core CPI in the US recorded a month-on-month increase of 0.2%, both below expectations, with core CPI year-on-year at 3.1%, the lowest since April 2021[10] - The US PPI rose 3.2% year-on-year in February, also below expectations, marking the smallest increase since July of the previous year[11] Market Trends - The S&P 500, Dow Jones, and Nasdaq indices fell by 2.3%, 3.1%, and 2.4% respectively over the week, reflecting ongoing concerns about government shutdown risks and tariff threats[22] - The US 2-year Treasury yield increased by 3 basis points to 4.02%, while the 10-year yield decreased by 1 basis point to 4.31%[26] - Gold prices rose by 1.6% to $2978 per ounce, with spot gold reaching $3000 per ounce on March 14, driven by market uncertainty and tariff policies[29] Consumer Confidence - The US consumer confidence index for March dropped to 57.9, significantly below the expected 63.1, marking the lowest level since November 2022[14] - One-year inflation expectations among consumers rose from 4.3% in February to 4.9% in March, indicating growing concerns about future economic conditions[14] Global Economic Outlook - The European Central Bank (ECB) is considering pausing interest rate cuts if data supports it, amid ongoing inflation risks[19] - Japan's central bank governor indicated that potential inflation is expected to accelerate as the economy continues to recover, with companies committing to a 5.46% wage increase[21]