中美贸易战

Reasons to be cynical about the trade rally
中美贸易休战给股市带来的利好能持续多久?


麦肯齐:投资者预期manbetx app苹果 股市的风水从美股转向了新兴市场,然而,新兴市场当前涨势能持续多久,还要看中美贸易休战协议是否稳固。

Financial markets continue to live up to their reputation for getting ahead of themselves. This week’s catalyst was the trade armistice between the US and China, which helped push global equity indices further into record territory. But investors should not dismiss the prospect of renewed skirmishes between the two powers. Nor can they rule out more aggressive posturing from Washington towards other trading partners that run large trade surpluses.

金融市场依然配得上其“容易冲动”的名声。上周在美中贸易休战的助推下,manbetx app苹果 股指进一步升至创纪录高点。但投资者别忘了,这两个大国之间依然可能再生摩擦,对于其他与美国有巨额贸易顺差的国家,华盛顿也不无可能摆出更强硬的姿态。

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