<div id="readability-page-1"><div><div><p>As one top Goldman Sachs trader noted, <strong>2025 has felt like three years wrapped into one</strong>; whether that be the Deepseek scare, tariffs turmoil, renewed inflation concerns, government shutdown and a constant stream of geopolitical headlines.</p><p>But today saw GDP surging more than expected, stocks near record highs, but sentiment skulking along near record lows (big drop in Conference Board confidence today driven by Present Situation)...</p></div></div></div>

高盛

<p>正如高盛的一位顶级交易员所指出的，2025 年感觉像是三年合在一起；无论是 Deepseek 的恐慌、关税动荡、重新出现的通胀担忧、政府停摆，还是不断涌现的地缘政治头条。但今天的 GDP 增长超出预期，股票接近历史最高点，但市场情绪却徘徊在历史低位（今天会议委员会信心指数大幅下跌，主要受当前形势影响）</p>

随着 GDP 激增，股票、铜、银和黄金创下历史新高，降低了降息的可能性