TRUMP上台下跌两大因素, 1. "Total surprise", WSJ realized it had been totally out of touch with reality 2. Yellen risk As for Trump policies, if he can get 10% done, it would be huge accomplishment. Unlikely for the mkt to hand too much on that (just like all the trade renegotiations from BREXIT). MKt can deal with 1 with a quick BREXIT-style sell off, but cannot handle it easily if Yellen has to step down soon.
【在 z***e 的大作中提到】 : TRUMP上台下跌两大因素, : 1. "Total surprise", WSJ realized it had been totally out of touch with : reality : 2. Yellen risk : As for Trump policies, if he can get 10% done, it would be huge : accomplishment. Unlikely for the mkt to hand too much on that (just like : all the trade renegotiations from BREXIT). : MKt can deal with 1 with a quick BREXIT-style sell off, but cannot handle it : easily if Yellen has to step down soon.
TRUMP上台下跌两大因素, 1. "Total surprise", WSJ realized it had been totally out of touch with reality 2. Yellen risk As for Trump policies, if he can get 10% done, it would be huge accomplishment. Unlikely for the mkt to hand too much on that (just like all the trade renegotiations from BREXIT). MKt can deal with 1 with a quick BREXIT-style sell off, but cannot handle it easily if Yellen has to step down soon.
【在 z***e 的大作中提到】 : TRUMP上台下跌两大因素, : 1. "Total surprise", WSJ realized it had been totally out of touch with : reality : 2. Yellen risk : As for Trump policies, if he can get 10% done, it would be huge : accomplishment. Unlikely for the mkt to hand too much on that (just like : all the trade renegotiations from BREXIT). : MKt can deal with 1 with a quick BREXIT-style sell off, but cannot handle it : easily if Yellen has to step down soon.