Hmm, this is a MAJOR news (i didn't notice until now)

https://www.reuters.com/business/finance/us-poised-cut-capital-requirements-banks-ft-reports-2025-05-15/

 

归纳一下？好像是好消息，更多资金可以进股市？

似乎有意开闸放水

另一种 QE？

There was a rumor a while back about remove PIE on X

"Portfolio Interest Exemption"

Suggest to pay some attention to PIE as if these two are combined together, treasure will be under pressure in short term

 

This is very complicated subject if not familiar with dollar

Suggest spend some time to ask Grok about US banking SLR and PIE in Europe

不就是中国经常搞的降准嘛

Part of deregulation from current administration

不是好消息，是为接下来几个月可能会出现的经济坏天气做现金准备，而且这个是务虚的吹风消息。。

Old news on May 15, 2025

而且那边创普在沙特撒欢，这边穆迪就降级，华尔街就强调通胀和关税风险，看来资本市场会有一番风雨。。

Suggest to read up PIE and SLR before drawing conclusions