大买方贝莱德BlackRock在2月份第二次周评论：

Key Points:
1. U.S. corporate tax reforms could reinforce a reflationary environment already in place before last November.

2. Some “Trump trades” partly unwound early last week, while political uncertainty sent French and Italian bond spreads wider.

3. Fed Chair Janet Yellen’s testimony before Congress this week could raise market expectations of a March Fed rate increase.