BCA Research策略师揭示美伊冲突“临界点”：股债回撤15%或触发特朗普政策转折

智通财经04-10

智通财经APP获悉，BCA Research首席策略师达瓦尔·乔希已确定一个可能决定美伊冲突走向的具体市场阈值——股票和债券合计下跌12%-15%。乔希表示，这一水平代表了美国总统特朗普在当前的冲突以及去年的关税战中的“临界点”。这位策略师指出，“市场目前比这个临界点高出7%”，这意味着合计7%的抛售是标普500指数和20年以上美国国债基金的良好支撑位。这位策略师将伊朗的策略描述为部署他所谓的“...

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