#稳定币监管风暴 , but next there is still the Federal Reserve meeting, the key is still to see Powell's speech attitude.

Let’s talk about our situation, there are a few core data points:

First, the deficit rate is set at 4%. Previously, we mainly focused on 3, marking the first increase in the deficit rate in recent years. To explain, this means the government is willing to take responsibility, which means they are willing to inject liquidity.

Second, the inflation data is set at 2%. Previously, it was at 3, but now the CPI every month is around 0.x, making the target of 3 too far-fetched.

This adjustment of the target is a positive signal, indicating that the higher-ups have recognized the problem and are facing it head-on. This is very good news.

Third, issuing 1.3 trillion in special national bonds, which is slightly less than the market expected, but there is one point worth noting: this time, 500 billion was issued to support large state-owned commercial banks in replenishing their capital.

There are rumors of saving the banks, and this wave has landed. Why do banks, which make such large profits every day, still need to issue bonds to them? Because while banks are making money, they also bear the huge burden of real estate. Saving the real estate sector is too difficult, so it’s better to support the banks as a backup.