· 杂谈

作者对政府停摆成为市场最大催化剂感到意外。

中文翻译

从逻辑上讲这说得通。但我觉得很奇怪,因为没人预料到这次会成为历史上最长的政府停摆。当利率下调、季节性因素和财报等更常规的催化剂在其他年份发挥作用时,将政府停摆35天以上后的重新开放视为最大的催化剂之一,感觉就很怪异。

英文原文

It makes sense logically. But I mean it's weird because nobody expected this to be the longest government shutdown in history. And when you have rate cuts, seasonality, earnings, as more normal catalysts for other years, it feels weird to talk about the government re-opening after 35+ days as one of the largest catalysts.

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