優娜
因為我最admire嘅老師大部分嘢都係passive, 除咗自己最熟嘅AG sector之外
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美國佬又拗緊特朗普有冇權力加關稅，Rick Scott 話參議院要60票先可以加關稅 (而家共和黨暫時有53票)。
不過我記憶中特朗普加關稅係唔需要經國會，唔知點解Rick Scott咁講，唔知洗唔洗打官司。
https://www.cnbc.com/2024/11/10/trump-most-likely-needs-60-votes-in-senate-to-enact-tariff-plan-sen-rick-scott-suggests.html
不過我記憶中特朗普加關稅係唔需要經國會，唔知點解Rick Scott咁講，唔知洗唔洗打官司。
https://www.cnbc.com/2024/11/10/trump-most-likely-needs-60-votes-in-senate-to-enact-tariff-plan-sen-rick-scott-suggests.html
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FOMC有記者問鮑鮑點講關稅可能導致通脹
鮑鮑話唔會去猜測政策 "We don't guess, we don't speculate, and we don't assume."
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20241107.pdf
琴日就用經濟強勁嚟做藉口，去講唔需要急於減息。
"The economy is not sending any signals that we need to be in a hurry to lower rates."
https://www.federalreserve.gov/newsevents/speech/powell20241114a.htm
就算12月減息，點陣圖都一定全面提高2025 terminal rate
鮑鮑話唔會去猜測政策 "We don't guess, we don't speculate, and we don't assume."
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20241107.pdf
琴日就用經濟強勁嚟做藉口，去講唔需要急於減息。
"The economy is not sending any signals that we need to be in a hurry to lower rates."
https://www.federalreserve.gov/newsevents/speech/powell20241114a.htm
就算12月減息，點陣圖都一定全面提高2025 terminal rate
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