"Exclusions from SWIFT will lead to missed payments and giant overdrafts similar to the missed payments and giant overdrafts that we saw in March 2020", Credit Suisse''s Zoltan Pozsar said in a note. Back in March 2020, the U.S. Federal Reserve enhanced efforts with other major central banks to ease a global dollar-funding crunch, as part of emergency measures to stem the financial and economic fallout from the coronavirus pandemic. "The virus froze the flow of goods and services that led to missed payments, and war has led to exclusions from SWIFT that will lead to missed payments again", said Pozsar. "One would assume that central banks would re-activate daily swap line operations now that the SWIFT option got invoked. Central banks should stand ready to make markets on Monday again", he added. To counter inflation, the Fed has announced plans to reduce its balance sheet this year, after it roughly doubled in size during the pandemic to nearly $9 trillion as it bought bonds to help keep longer-term interest rates down. But the Fed''s balance sheet may expand again before shrinking through so-called quantitative tightening, a reversal of the Fed''s bond-buying programme, Pozsar said. 再次印钱的时机不会更好了
上市2个周末了，降了30万，有什么猫腻么？ 为什么降这么多？
打仗了，房市要垮
但接下来的情况不好说 fed可能会因为俄被制裁继续大肆印钱
荷兰pm已经说了 为了和普金战斗 宁愿有大幅inflation
为什么因为俄被制裁而美国大印钱？
对俄swift ban会需要美元有大量liquidity
Back in March 2020, the U.S. Federal Reserve enhanced efforts with other major central banks to ease a global dollar-funding crunch, as part of emergency measures to stem the financial and economic fallout from the coronavirus pandemic.
"The virus froze the flow of goods and services that led to missed payments, and war has led to exclusions from SWIFT that will lead to missed payments again", said Pozsar.
"One would assume that central banks would re-activate daily swap line operations now that the SWIFT option got invoked. Central banks should stand ready to make markets on Monday again", he added.
To counter inflation, the Fed has announced plans to reduce its balance sheet this year, after it roughly doubled in size during the pandemic to nearly $9 trillion as it bought bonds to help keep longer-term interest rates down.
But the Fed''s balance sheet may expand again before shrinking through so-called quantitative tightening, a reversal of the Fed''s bond-buying programme, Pozsar said.
再次印钱的时机不会更好了
RE. 除了战乱能搞垮房市，一般来说房市还是风险非常小的投资
真的打金融战的话 其实对p民来说 几乎木有好的出路
想反了吧。觉得swift ban会推高通胀。
是啊 我也这么说啊 哪里反了
好日无边
明白人
我猜想，谁没事儿大几十万放在saving里。。都在股市里，最近房价在顶上，利率也高，股票跌的太狠，一时舍不得取，都躺平了
最近back to market也多起来了
1.6也只是为了appraisal。实际出价可能还高于1.6
哈哈哈 绝对打不到这里 太妙了