倉位決定觀點:美圓目前可能是非常重要的(high quality tradable)頂部,小番茄稻子46K美眉提前展開了

來源: 芳華萬裏 於 2024-12-21 08:32:59 [] [舊帖] [給我悄悄話] 閱讀數 : (806 bytes)
本帖於 2024-12-21 08:47:19 時間, 由普通用戶 芳華萬裏 編輯

RRR dried up to < 100B yesterday (from the peak of 2.9T). Lowering interest rate and balance sheet tightening are CONTRADICATIVE operations - when the 2.9T excess cash in the market is nearly soaked up, I wouldn't be surprised to see FED stop balance sheet reduction in months.

The chart at bottom showed how value stock got sold this round.

When $USD is down all asset types and all the world should be happy.

 

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