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过往,华尔街总是能相对准确地预测经济走向,而特朗普的即兴决策打破了这种预期。多数高管感到困惑,特朗普对股市的“冷漠”与其第一任期内的痴迷形成鲜明对比。他本人还表明,他愿意针对那些被认为忠诚度不足的人。

特朗普阴晴不定的经济政策让华尔街措手不及。

在短短八周内,华尔街从欢呼特朗普当选转向损失控制模式。据央视新闻,特朗普宣布从4月2日起对加墨加征关税。金融市场随即动荡,通胀和衰退阴云密布。S&P500指数两天内蒸发了超过5万亿美元市值,许多企业因关税政策放弃盈利预期。

过往,华尔街总是能相对准确地预测经济走向,而特朗普的即兴决策打破了这种预期。多数高管感到困惑,朗普对股市的“冷漠”与其第一任期内的痴迷形成鲜明对比。他本人还表明,他愿意针对那些被认为忠诚度不足的人。

华尔街精英们正在意识到,他们彻底误读了这位78岁总统彻底重塑美国经济政策和逆转全球化几十年成果的决心。一些知名投资者也开始表达对特朗普政策的不满。对长期投资的深刻担忧自特朗普执政以来变得如此不确定。

从"蜜月期"到"冰点":华尔街与特朗普的复杂关系

特朗普是纽约一位房地产开发商的儿子,毕业于著名的沃顿商学院,长期以来与华尔街保持着私人关系。但这种关系往往充满危机。

随着特朗普的关税政策正式启动,市场自年初以来的乐观情绪开始发生根本性变化。华尔街先是经历了一次前所未有的股市崩盘,两天内标准普尔500指数损失超过5万亿美元。企业合并活动显著减少,许多公司纷纷下调了盈利预测,担心关税带来的经济后果。

华尔街精英们正在意识到,他们彻底误读了这位78岁总统想重塑美国经济政策的企图。

据接近总统的人士透露,特朗普经常感到被华尔街最高层排斥。上世纪80年代,当他需要华尔街帮助为房地产项目融资时,金融精英们拒绝了他,或者嘲笑他只是个轻量级名人。

一周动荡后,总统部分暂停了他的关税政策。据新华社报道,美国海关与边境保护局4月11日晚宣布,美国联邦政府已同意对智能手机、电脑、芯片等电子产品免除所谓“对等关税”。

"特朗普不介意华尔街受到打击,但他不希望整个房子倒塌,"一位接近特朗普的人士告诉《金融时报》。

特朗普后来也承认,他一直在密切关注日益严重的动荡,“市场有点紧张,有点害怕。"

但市场已经开始反击:债券收益率仍居高不下,美元暴跌,他的金融基础看起来越来越脆弱。对华尔街来说,未来充满不确定性和不可预测性,投资者将面临前所未有的挑战。

风险提示及免责条款

市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资,责任自负。

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