Note:ThefollowingisaredactedversionoftheoriginalreportpublishedJune12,2025[28pgs].ISSUE140June12,20254:00PMEDTUISSTFHIISSCTAILMWEODRIFRFIEERS:ENT?USfiscalconcernshavesurgedonthebackofthetrumpAdmini...

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©GMGN.ai✒主编@gmgnai@0xcryptowizzard🏆荣誉主编1@CryptoDevinLGMGN的建节点与分布式伺服器确保了我在trump交易时能以极速1秒买，成功拿下17M的结果。同时，GMGN也具备最全的分析具，使我能在险恶的市场环境中...

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目录CONTENTS012024年海外宏观及大类02再迎地缘变量：trump资产表现回顾2.0的内政和外政之变032025美国宏观经济展望：042025年海外主要大类周期平稳处，政策起波澜资产观点展望012024年，美国经济增速领先DM市场...

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trump2.0，加速回归“高名义”时代宏观分析师张峻栋博士SAClicense:S0080522110001SFCCERef：BRY5702024.121核心观点▪trump2.0，延续大财政策or紧缩财政？▪持续大财政▪trump2.0，衰退、滞胀、or过热？▪更热的...

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