“特朗普交易”该降温了？对冲基金大佬：美股不会涨上天！

Since Donald Trump won the USA election, the US stocks have rebounded significantly. Nelson Peltz, the CEO of hedge fund firm Trian Partners and billionaire investor, is confident in the upcoming Trump administration, but he believes that the stock market rebound will not continue.

Trump won a spectacular victory in the November 5th election, triggering a sharp rebound in risky assets such as stocks, metals, and cryptos, while bond yields also soared due to economic growth and inflation expectations.

Peltz stated in an interview on Wednesday that investors are getting caught up in speculation, and the market will gradually cool down.

"Trees will not grow to the sky, they will definitely not grow undisturbed." he said. "Certainly, there will be something to disturb the market. I think we are being driven by the excitement of the election. On the other hand, you look at the international stock markets, they have suffered heavy losses in the past week."

Peltz pointed out that the market is highly focused on a group of top-heavy high momentum stocks. "The market is polarized... you have 20 companies influencing the whole market, and then there are other companies."

"I have never seen so much optimism." Peltz said. He pointed out that there are still some issues in the USA that need to be addressed.

On Wednesday, US stocks showed mixed movements in the eastern time zone. Earlier, the October Consumer Price Index (CPI) met expectations, further supporting bets on the Fed cutting interest rates in December. As of the close, $S&P 500 Index (.SPX.US)$ Rising by 0.02%, closing at 5985.38 points. On Monday this week, the three major stock indexes in the usa all closed higher, reaching a new historical high, with the s&p 500 index for the first time crossing the 6000-point mark.

It is worth noting that, in this interview, Peretz also referred to himself as the "matchmaker" between Trump and Musk.

Peretz said Musk is his friend. In the spring of this year, when Musk visited his home, he also invited Trump to have breakfast together. This allowed Musk and Trump to reunite.

"Listen, I don't know if without Elon's help, Donald would have achieved this major victory." Peretz added.

Editor/Rocky