CNBC：Many on Wall Street saw this ‘TACO’ coming as Trump’s

来源: 三河匹夫 于 2026-04-08 11:43:55 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (1961 bytes)
Markets

Many on Wall Street saw this ‘TACO’ coming as Trump’s brinkmanship starts to lose grip on market

Key Points
  • The “TACO” trade — TACO being shorthand for Trump Always Chickens Out — has increasingly shaped positioning.
  • Each bout of geopolitical-driven selling has become progressively more muted since April 2025.
  • The market’s growing confidence is also raising a new question: What happens if markets stop acting as a constraint on Trump?
 
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