本期（录制于4月10日）和在债市一线战斗了一周的郑老师一起分析：美债市场发生了什么？美元怎么了？懂王为什么突然大逆转？我们该怎么防守？中美之间最终台阶可能在哪里？以及我们的政策该如何出牌？·时间戳·00:03:00 死去活来（又死去）的市场：从“解放日”到“大奇迹日”（或称“认怂日”）00:05:57 美债为何异常波动？00:15:29 中国抛售美债作为反制武器？00:18:33 特朗普为何突然推迟关税，“大赦天下”？00:24:29 特朗普关税团队的内部博弈00:27:26 关税政策的历史渊源与真实目的00:35:17 关税战后续走向预测00:40:57 短期、中期有解决方案，但长期影响只能是世界秩序重塑01:03:01 我们会见证“历史级别无厘头事件”：懂王被MAGA背刺吗？文字版（播客平台长度受限），请至《墙裂坛》公众号收看！— End —专栏主播｜郑朗 肖小跑编辑｜坛子申请加入坛友群，请添加坛子微信：BKsufe，请注明：坛友
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