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- 給 BigMountain6 發送悄悄話 (0 bytes) () 01/30/2026 postreply 05:55:52

Market perception: Walsh is hawkish有助於近期穩住美元 -lionhill- 給 lionhill 發送悄悄話 lionhill 的博客首頁 (0 bytes) () 01/30/2026 postreply 06:02:15

hawkish on US dollar, 和主張降息能兼顧嗎? -BigMountain6- 給 BigMountain6 發送悄悄話 (0 bytes) () 01/30/2026 postreply 06:06:36

At least that’s the current view -lionhill- 給 lionhill 發送悄悄話 lionhill 的博客首頁 (0 bytes) () 01/30/2026 postreply 06:07:50

Thus gold/silver crashed now, gold -5%, silver -15% -BigMountain6- 給 BigMountain6 發送悄悄話 (0 bytes) () 01/30/2026 postreply 06:09:31

我的觀點 -lionhill- 給 lionhill 發送悄悄話 lionhill 的博客首頁 (255 bytes) () 01/30/2026 postreply 06:11:24

It is possible Gold to correct -35% and Silver to correct -越王劍- 給 越王劍 發送悄悄話 越王劍 的博客首頁 (86 bytes) () 01/30/2026 postreply 06:19:50

I don’t think so this is a totally different cycle -lionhill- 給 lionhill 發送悄悄話 lionhill 的博客首頁 (0 bytes) () 01/30/2026 postreply 06:23:31

And the rationale of the rally has solid ground -lionhill- 給 lionhill 發送悄悄話 lionhill 的博客首頁 (0 bytes) () 01/30/2026 postreply 06:24:00

Although it’s over extended -lionhill- 給 lionhill 發送悄悄話 lionhill 的博客首頁 (0 bytes) () 01/30/2026 postreply 06:28:00

This time is different never work for me -越王劍- 給 越王劍 發送悄悄話 越王劍 的博客首頁 (143 bytes) () 01/30/2026 postreply 06:37:47

哈哈,賺錢就好,又不是重倉長持,短時間內跌不下來 -lionhill- 給 lionhill 發送悄悄話 lionhill 的博客首頁 (0 bytes) () 01/30/2026 postreply 06:53:31

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- 給 lionhill 發送悄悄話 lionhill 的博客首頁 (0 bytes) () 01/30/2026 postreply 06:09:07

Looks like Trump is trying to save the $. Warsh is a hawk. -越王劍- 給 越王劍 發送悄悄話 越王劍 的博客首頁 (147 bytes) () 01/30/2026 postreply 06:03:34

說不準會是個轉折點 -BigMountain6- 給 BigMountain6 發送悄悄話 (0 bytes) () 01/30/2026 postreply 06:08:34

Warsh's wife is a granddaughter and heiress of Estee Lauder. -squash- 給 squash 發送悄悄話 (110 bytes) () 01/30/2026 postreply 06:14:23

here's an article about this -squash- 給 squash 發送悄悄話 (379 bytes) () 01/30/2026 postreply 06:18:30

Dont know every impact, but $$ trend will reverse -三心三意- 給 三心三意 發送悄悄話 三心三意 的博客首頁 (0 bytes) () 01/30/2026 postreply 06:18:48

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