It was Treasury Secretary John Connally who famously quipped in the 1970s that the US dollar was “our currency, but your problem”. Today, investors around the world could just as easily replace “currency” with “interest rate”, “stock market” or “geopolitical strategy”. Donald Trump’s win changes all of these, and more.
20世紀70年代,美國財政部長約翰•康納萊(John Connally)曾說過一句名言:美元是「我們的貨幣,卻是你們的問題」。如今,世界各地的投資者也可以輕而易舉地用「利率」、「股市」或「地緣政治戰略」替代「貨幣」。唐納•川普的勝選改變了所有這些,甚至更多。
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