<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>正如高盛的一位頂級交易員所指出的，2025 年感覺像是三年合在一起；無論是 Deepseek 的恐慌、關税動盪、重新出現的通脹擔憂、政府停擺，還是不斷湧現的地緣政治頭條。但今天的 GDP 增長超出預期，股票接近歷史最高點，但市場情緒卻徘徊在歷史低位（今天會議委員會信心指數大幅下跌，主要受當前形勢影響）</p>

隨着 GDP 激增，股票、銅、銀和黃金創下歷史新高，降低了降息的可能性