Gary Black发布的内容-news.news·换个方式看新闻|AI看新闻、实时追踪事件后续

Gary Black

统计数据

1

文章

0

粉丝

0

获赞

0

阅读

Gary Black

5个月前

Trump’s proposed higher tariffs are bad for the economy since they increase inflation. That is causing 10yrTYs to spike higher (4.70%, +1.4bp and highest since April), which hurts high duration (high P/E) growth names like $TSLA most. Today’s lower than expected Dec ADP private payrolls (+122K vs +140K exp) helps alleviate some pressure, but Trump needs to tone down his rhetoric.

#Trump #Tariffs #Economy #Inflation #10yrTYs #InterestRates #April #HighDuration