外资交易台：市场宏观-2026 年的重大课题。 --- markets _ macro __ the big questions of 2026_

stepping back, here's a set of questions that bounced around my head during break. 退⼀步看，以下是⼀组在假期期间萦绕于我脑海的问题。 to apply some subject matter expertise to answering these, I circled the wagons and asked a few colleagues for their (concise) take. markets /macro :: the big questions of 2026. 市场 / 宏观 :: 2026 年的重⼤课题。 the full first week of 2026 was a solid one: the market made higher highs, breadth was healthy and the momentum factor performed well (I say all of that despite the tech space notably underperforming). ...