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“Nacho”对决“Taco”：这两大主题会让新加坡投资者“消化不良”吗？

寻求上市的巨型公司或将从全球吸引力较低的公司抽走流动性

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Ben Paul

Ben Paul

Published Sun, May 24, 2026 · 07:58 PM
    • 标普500指数成分股2026年第一季度盈利增长28.4%，是自2021年第四季度全球走出冠病疫情以来的最快增速。
    • 标普500指数成分股2026年第一季度盈利增长28.4%，是自2021年第四季度全球走出冠病疫情以来的最快增速。 照片：BLOOMBERG

    本文由AI辅助翻译

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    【新加坡】5月15日，全球债券收益率突然飙升，感觉投资者似乎终于不再忽视伊朗战争带来的通胀影响，并开始为美国联邦储备局（美联储）和其他主要央行的紧缩货币政策进行布局。

    紧接着，美国总统 Donald Trump 表示，他已授权对伊朗发动新一轮袭击，但为了促进和平谈判而取消了行动。伊朗随后表示正在审议美国的一项新提议。

    自去年重返白宫以来，在金融市场的压力下，Trump 已多次收回其最严厉的经济和军事威胁。这种行为模式被总结为“Taco”——即“Trump always chickens out”（特朗普总是临阵退缩）的缩写。

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