总算搞清楚了,Fed一直缩水,债务到顶也不能发新债,利率高企,银行的大量现金被储户提走冻结在money market拿高息,流动性加速塌缩
下月初再不通过债务顶,估计全部都得玩球
一旦通过,财政部突然举债万亿提走现金,市场爆裂塌缩
赶紧跑吧!
哇哈哈哈哈
总算搞清楚了,Fed一直缩水,债务到顶也不能发新债,利率高企,银行的大量现金被储户提走冻结在money market拿高息,流动性加速塌缩
下月初再不通过债务顶,估计全部都得玩球
一旦通过,财政部突然举债万亿提走现金,市场爆裂塌缩
赶紧跑吧!
哇哈哈哈哈
•
过不过都不好,但是不过会更差
-idleman-
♂
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05/25/2023 postreply
12:51:40
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