据说Peter Tchir是川猪班子的主要痔馕,这是他的几点



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送交者: testtesttest 于 2025-04-06 01:29:02

回答: Could be, LOL --Is It 1930 All Over Again? 由 于 2025-04-06 01:15:41

Peter Tchir offering some balance:

Potential Positives:

*After two big down days for stocks, and virtually anyone in finance or experience in economics blasting the tariff approach – the administration could use some wins. Expect the administration to be working around the clock this weekend to announce some “wins”.

*The alternative would be to “redo” or “massage” the tariffs and make some changes to the administration (you can’t make changes in less than a week, without blaming someone). This too would be great for markets.

*Even chatter that someone could challenge the legality would probably be good – though that opens up some other cans of worms that might be worse than dealing with the current tariff policy.

Potential Negatives:

*More countries or regions join in the retaliatory tariffs.

*Countries start announcing new trade agreements that bypass the U.S.

*Some other negative surprise occurs across the globe over the weekend (far easier to imagine something bad, than something good).

*Even on a bounce, has so much damage been done to expectations and global relationships, that we can’t hold any gains?

*At what point does head into the weekend, as the positives seems as likely (or even slightly more likely) than the negatives.


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