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特朗普上任首周盘点:关税暂无踪影令美国资产平平 非美资产意外亮眼

Inventory of Trump's first week in office: no trace of tariffs left US assets flat, unexpectedly bright non-US assets

Breakings ·  Jan 25 23:30

The “Trump deal” (heavy holdings of US stocks and dollars, light international stocks, and pressure on US debt), which was in full swing during last year's election campaign, has been mediocre in the past week. It is true that US stocks have risen, but their performance is not as good as the Japanese and German stock markets, or even compared to some emerging markets. The US dollar has plummeted. The US bond market has been quite calm throughout the week, and most yields have slowly declined quietly. After the election, preferring US assets quickly became the market's unanimous position, but no new tariff statement was made in the first week after Trump took office, and we saw an improvement in market sentiment towards international stocks and currencies,” said Adam Phillips, managing director of EP Wealth Advisors Investments. “America First” deals are taking a break this week.” Investors believe that Trump, the general director of tax cuts, will be a close friend of American companies, and he probably won't be a nemesis of overseas companies as previously thought.

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