
美聯儲新主席-Kevin Warsh, 大家知道多少?
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前天的利率決議,他投了反對票,他主張降息,但十年前他反對量化寬鬆政策
-BigMountain6-
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01/30/2026 postreply
05:55:52
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Market perception: Walsh is hawkish有助於近期穩住美元
-lionhill-
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01/30/2026 postreply
06:02:15
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hawkish on US dollar, 和主張降息能兼顧嗎?
-BigMountain6-
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01/30/2026 postreply
06:06:36
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At least that’s the current view
-lionhill-
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01/30/2026 postreply
06:07:50
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Thus gold/silver crashed now, gold -5%, silver -15%
-BigMountain6-
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01/30/2026 postreply
06:09:31
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我的觀點
-lionhill-
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01/30/2026 postreply
06:11:24
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It is possible Gold to correct -35% and Silver to correct
-越王劍-
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01/30/2026 postreply
06:19:50
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I don’t think so this is a totally different cycle
-lionhill-
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01/30/2026 postreply
06:23:31
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And the rationale of the rally has solid ground
-lionhill-
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01/30/2026 postreply
06:24:00
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Although it’s over extended
-lionhill-
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01/30/2026 postreply
06:28:00
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This time is different never work for me
-越王劍-
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01/30/2026 postreply
06:37:47
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哈哈,賺錢就好,又不是重倉長持,短時間內跌不下來
-lionhill-
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01/30/2026 postreply
06:53:31
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強勢美元(Hawkish on USD)”與“主張降息Dovish on Rates在傳統經濟學邏輯中是存在內在矛盾的
-lionhill-
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01/30/2026 postreply
06:09:07
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Looks like Trump is trying to save the $. Warsh is a hawk.
-越王劍-
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01/30/2026 postreply
06:03:34
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說不準會是個轉折點
-BigMountain6-
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01/30/2026 postreply
06:08:34
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Warsh's wife is a granddaughter and heiress of Estee Lauder.
-squash-
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01/30/2026 postreply
06:14:23
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here's an article about this
-squash-
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01/30/2026 postreply
06:18:30
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Dont know every impact, but $$ trend will reverse
-三心三意-
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01/30/2026 postreply
06:18:48