I am going to try to explain why the Bank of England has gone into the market to buy up to £65bn of UK government bonds with maturities of 20 years or more, including £1bn today. It all stems from a dramatic collapse in the price of these government bonds, called gilts, a... — Robert Peston (@Peston) September 28, 2022
https://www.cnbc.com/2022/09/28/bank-of-england-delays-bond-sales-launches-temporary-purchase-program.html
必然大放水
坐等通胀上天
股市座火箭
是的,就是QE。因为Gilts的价格大跌,导致购买的养老基金和金融机构的资金被冻结。现在央行出手购买Gilts人为抬高价格,帮他们解套。
纠正一下,不是政府出手,所以是印钱救债市。更正了。
为什么说the move stabilized the British pound? buying bond不是应该让英镑继续贬值吗?
英国央行刚升息抗通胀,结果马上政府刺激经济放水,今天自己打脸也开始放水。结果是英国通胀继续飙升,汇率继续下滑。
看美联储能挺多久,能不能升息到4.5%。
加大剂量吸毒,精神自然能暂时恢复
差不多得了。
英国央行今天的举动就是来赌通货膨胀不会失控。