Lazard strategist says Trump's tariff plan is unfavorable to US stock market trends

智通財經
2024.09.12 14:49
Lazard 的策略師表示，唐納德·特朗普對外國生產商品徵收全面關税的計劃可能會重新引發高通脹和美國經濟低增長的風險，從而對股市構成威脅。“不認真對待特朗普所言的關税政策是有風險的，” 這家管理 2,050 億美元資產的資產管理公司的首席股票策略師 Ronald Temple 説。“這對通脹、經濟增長、美元、利率、美聯儲政策和企業盈利的影響都非常大。如果最終陷入滯脹環境，很難想象股市會走高。”
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