D
Dan Nathan
知名金融分析师和评论员，常在 CNBC 上提供市场分析和评论。
G
Guy Adami
经验丰富的华尔街交易员和金融分析师，知名媒体人物。
Dan Nathan认为，尽管市场存在一些不确定性，但策略师们普遍看好2025年的股市。他指出，投资者应关注收益预期、利率和美元等关键因素。
Guy Adami则认为，债券收益率将持续成为市场的重要因素，并对黄金和比特币的走势进行了分析。
Deep Dive
The discussion focuses on the market's reaction to the election results, particularly the shift from the 'Trump trade' to the 'Trump fade,' and how policy changes might impact different sectors.
- Market participants expected a split government, which could lead to gridlock and less significant policy changes.
- The potential for increased regulation in certain sectors like autonomous driving and tech is discussed.
- The market's reaction to the election results is seen as a transition period, with uncertainty affecting various sectors.
Shownotes Transcript