sec2100 發表於 2019-5-11 06:40:42

少買一點Put,川普已經幫市場買了Put!

https://www.cnbc.com/2019/05/10/the-trump-put-saves-stocks-as-investors-bet-the-president-wont-let-the-market-collapse.html


Don't underestimate the power of the "Trump put."
Analysts say the stock market has been hanging in after trade talks with China hit a rough spot because investors believe a deal is coming, and they also expect President Donald Trump to take action if the stock market looks like it is heading for a real meltdown.
The put is the belief that Trump will not let the stock market collapse, since he views it as a measure of his own success. On Friday, stocks cut steep losses and turned positive, after Treasury Secretary Steven Mnuchin said talks with Chinese Vice Premier Liu He were "constructive," as they ended for the day.


William 發表於 2019-5-11 08:45:51

謝謝 劉大分享。

brad 發表於 2019-5-11 12:38:22

這篇分析的角度應該只從美股切入
應該說川普在乎的只有美股而已,畢竟之前就有官員透漏他會盯美股漲跌
美股跟貿易戰確實是他主要宣揚的功績
只要貿易戰造成的衝擊不至於回衝到美股,亞股的漲跌與他無關
而美國對中國本周的加徵關稅,可以看到美股受到的影響遠不如亞股來得大
剛看新聞,雖然沒意外會再進行下一輪磋商,但接下來就看下周中國商務部是否會反擊這2,000億的25%;P

William 發表於 2019-5-11 15:55:46

brad 發表於 2019-5-11 12:38
這篇分析的角度應該只從美股切入
應該說川普在乎的只有美股而已,畢竟之前就有官員透漏他會盯美股漲跌
美股 ...

贊成觀點。

sec2100 發表於 2019-5-13 10:41:45

謝謝brad分享

sec2100 發表於 2019-5-13 14:58:59

https://www.bloomberg.com/opinion/articles/2019-05-10/the-u-s-and-china-may-not-want-a-trade-deal-after-all

中美貿易戰可能雙方都不想真心讓步
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