Niko D
- Nov 29, 2016
BK Weekly 世事多变，唯有调整适应
自从11月8日之后，世界貌似就没有太平过，TRUMP给了人们多样性和新鲜感，同时带来的还有全球市场的不稳定性。人的磁场很奇怪，有了不稳定的因子，就算是看上去毫无牵连的也是会发生改变，比如贷款市场。 >> TRUMP效应 基金股票： 增加了证券资本市场的不稳定性，特别需要注意的是对利率敏感的基金股票，长期来看，基础建设板块会有所表现. 美金: 对于developed国家来说，美金将会稍贬比如瑞郎、日币。对于emerging国家来说，美金将会强势，特别是对墨西哥， PESO是一脸汗水啊，但是从长远来看随着税赋的降低以及消费的增加，greenback将会走强 美国国债： 开始会导致国债价格走高，国债收益率下降；但随着税赋降低，刺激消费增加，将会导致热钱走向证券市场，造成债卷的价格降低，收益率增高，这个还需要看其他美债持有国的增减持情况而定 商品期货以及能源： 对于稀有金属特别是黄金利好；反伊朗条约（Anti-Iran rhetoric）将会有利于油价的恢复，特别是针对加拿大而言，从Alberta到Nebraska长达1900公里的石油管道，在奥巴马时代
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