美联储新主席-Kevin Warsh, 大家知道多少?

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前天的利率决议,他投了反对票,他主张降息,但十年前他反对量化宽松政策 -BigMountain6- 给 BigMountain6 发送悄悄话 (0 bytes) () 01/30/2026 postreply 05:55:52

Market perception: Walsh is hawkish有助于近期稳住美元 -lionhill- 给 lionhill 发送悄悄话 lionhill 的博客首页 (0 bytes) () 01/30/2026 postreply 06:02:15

hawkish on US dollar, 和主张降息能兼顾吗? -BigMountain6- 给 BigMountain6 发送悄悄话 (0 bytes) () 01/30/2026 postreply 06:06:36

At least that’s the current view -lionhill- 给 lionhill 发送悄悄话 lionhill 的博客首页 (0 bytes) () 01/30/2026 postreply 06:07:50

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

我的观点 -lionhill- 给 lionhill 发送悄悄话 lionhill 的博客首页 (255 bytes) () 01/30/2026 postreply 06:11:24

It is possible Gold to correct -35% and Silver to correct -越王剑- 给 越王剑 发送悄悄话 越王剑 的博客首页 (86 bytes) () 01/30/2026 postreply 06:19:50

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

And the rationale of the rally has solid ground -lionhill- 给 lionhill 发送悄悄话 lionhill 的博客首页 (0 bytes) () 01/30/2026 postreply 06:24:00

Although it’s over extended -lionhill- 给 lionhill 发送悄悄话 lionhill 的博客首页 (0 bytes) () 01/30/2026 postreply 06:28:00

This time is different never work for me -越王剑- 给 越王剑 发送悄悄话 越王剑 的博客首页 (143 bytes) () 01/30/2026 postreply 06:37:47

哈哈,赚钱就好,又不是重仓长持,短时间内跌不下来 -lionhill- 给 lionhill 发送悄悄话 lionhill 的博客首页 (0 bytes) () 01/30/2026 postreply 06:53:31

强势美元(Hawkish on USD)”与“主张降息Dovish on Rates在传统经济学逻辑中是存在内在矛盾的 -lionhill- 给 lionhill 发送悄悄话 lionhill 的博客首页 (0 bytes) () 01/30/2026 postreply 06:09:07

Looks like Trump is trying to save the $. Warsh is a hawk. -越王剑- 给 越王剑 发送悄悄话 越王剑 的博客首页 (147 bytes) () 01/30/2026 postreply 06:03:34

说不准会是个转折点 -BigMountain6- 给 BigMountain6 发送悄悄话 (0 bytes) () 01/30/2026 postreply 06:08:34

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

here's an article about this -squash- 给 squash 发送悄悄话 (379 bytes) () 01/30/2026 postreply 06:18:30

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

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