We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
MacroVoices #464 Michael Every: Lines on Maps vs Lines on Screens
2025/1/23
Macro Voices
E
Eric Townsend
M
Michael Every
P
Patrick Ceresna
知名金融播客主持人和分析师，专注于宏观经济和金融市场分析。
Michael Every: 特朗普的第二任期将带来显著的市场波动，特别是在全球领导人开始调整地缘政治格局时，金融市场将随之产生重大变化。特朗普的关税政策，尤其是对加拿大、墨西哥和BRICS国家的关税威胁，可能在短期内引发市场的不确定性。此外，中国可能通过人民币贬值来应对美国的关税政策，这将进一步加剧全球货币的竞争性贬值，导致美元走强，商品价格下跌。
Eric Townsend: 投资者应密切关注特朗普的政策动向，特别是其反对者的反应。特朗普的反对者何时采取行动将是市场波动的关键因素。特朗普的关税政策不仅是经济工具，更是实现外交和国家安全目标的手段。美国二战后的大战略是通过自由贸易实现和平与繁荣，但这一战略已失效，特朗普的政策可能引发全球经济的重大调整。
Deep Dive
This chapter explores the potential market volatility during Trump's second term. It discusses the immediate market reactions to Trump's early pronouncements on tariffs and the unpredictable nature of his actions. The interconnectedness of global markets and the potential reactions of other countries are highlighted.
- Trump's early actions caused significant market swings.
- Global reactions to Trump's policies will be a major source of volatility.
- China's response to potential tariffs is a key uncertainty.
Shownotes Transcript