不用听新闻讲什么，要看决策者做什么。 这两件事，都直向一个结果：Increase Money Supply and liquidity on the market. 它们又是同时在一天发生的，而且连续3天没有关税的头条新闻。White House, Fed, SEC 都这么同步，不会是巧合吧？ 哈哈哈
This is US government trying to rescue market without saying they are rescuing the market. More importantly, Fed today is hinting to the market that they will not stand aside do nothing to watch market crash -- they are downplaying inflation, downplaying tariff.
Will this help? I dont know, we will let market price action tell us.
Reducing balance sheet leads to decreasing money supply.
When the Fed reduces its balance sheet by letting $25 billion in Treasuries and $35 billion in mortage bonds per month to mature without reinvesting the proceeds into new securities, it drains reserves therefore reduces money supply.
Starting in April, the Fed will slow the pace by allowing $5 billion per month in Treasury securities and $35 billion in mortage bonds to mature. The impact is still draining reserves, but at a slower pace.
This is US government trying to rescue market without saying they are rescuing the market. More importantly, Fed today is hinting to the market that they will not stand aside do nothing to watch market crash -- they are downplaying inflation, downplaying tariff.
Will this help? I dont know, we will let market price action tell us.
连夏主任都去对冲了。所以我坚定的站在牛帅一边。哈哈。
When the Fed reduces its balance sheet by letting $25 billion in Treasuries and $35 billion in mortage bonds per month to mature without reinvesting the proceeds into new securities, it drains reserves therefore reduces money supply.
Starting in April, the Fed will slow the pace by allowing $5 billion per month in Treasury securities and $35 billion in mortage bonds to mature. The impact is still draining reserves, but at a slower pace.
但这和之前相比，美联储每月少拿走200亿（ie, 在银行系统多留下了200亿美元)
所以Money Supply 比之前要多了。
吧？谷底无法判断预测，反转明显开始总能看的出来吧？问题是你们股东这个时候要么被套牢要么没有大量有意义的资金进场，知道是机会，但干瞪眼。
房市从2008年下半年开始跌，到2011年中到谷底。我预测不到2011年是谷底，但我绝对清楚2012年春房市开始反转。
抄顶
（但不指望能学会 逃顶
）
漏了（末尾）关键词 的帖