【与瑞士宝盛的月度对话】我们讨论了:1)“贸易战2.0”的风险,市场如何反应;2)十二月政策会议的预期;3)中港市场下一个潜在的交易窗口;4)人民币短期与长期的走向。这集为本周会议前录制。这是今年最后一期对话,给您回家路上听。
【中文版】
苹果播客: 网页链接
Spotify: 网页链接
————
Trump has threatened steep tariffs. Are these bold threats a negotiating tactic, or could they reshape global trade? How would the market react? Market expectations of the Politburo meeting, and the next trading window, as well as short- and long-term outlook on the Yuan.
This episode was recorded before the politburo meeting this week. It’s the last of the year. Wish you all a happy holiday.
【英文版】
Apple Podcast: 网页链接
Spofify:
【中文版】
苹果播客: 网页链接
Spotify: 网页链接
————
Trump has threatened steep tariffs. Are these bold threats a negotiating tactic, or could they reshape global trade? How would the market react? Market expectations of the Politburo meeting, and the next trading window, as well as short- and long-term outlook on the Yuan.
This episode was recorded before the politburo meeting this week. It’s the last of the year. Wish you all a happy holiday.
【英文版】
Apple Podcast: 网页链接
Spofify: