区块灵姐
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The Federal Reserve, especially Powell, is probably lost in thought as they watch the A-shares soar all the way up.
The original plan was to stubbornly refuse to cut interest rates and let the Eastern power's economy implode on its own. But who would have thought? The A-shares are getting stronger the more they fall, and the rise is unstoppable!
Many people have long understood that June this year was the best window for the Federal Reserve to cut interest rates:
The A-shares fell to a historical bottom;
There are obvious problems with employment in the United States;
Inflation is under control;
If interest rates were cut at that time, not only could the US stock market be stabilized from premature weakness, but it could also take the opportunity to massively bottom-fish A-shares and Hong Kong stocks, and replicate the “pump and dump, retail investors take over” routine of last October.
What happened?
Powell was too greedy: he wanted the Eastern real estate to implode, or force the A-shares to explore lower again;
In addition, there was partisan infighting, wanting to bankrupt Trump's policies;
Unfortunately - all failed!
Once the golden interest rate cut window in June is missed, it is now too late to cut interest rates again, and the effect is greatly reduced.
Powell's title of "Mr. Too Late" is probably going to be nailed to the pillar of historical shame.
The most likely scenario next is:
Accelerate interest rate cuts to salvage the situation;
Avoid global capital from flocking to the Eastern power like crazy, and even withdrawing from US stocks, forming a pattern of "East rising and West declining";
Otherwise, the US's massive debt + the interest rate bomb under a high interest rate of 4.5% is very likely to trigger a "US stocks, US bonds, US dollar" triple-kill collapse!
Therefore, the Federal Reserve will inevitably try its best to prevent this from happening - accelerating interest rate cuts on the one hand, and desperately propping up US dollar assets on the other, just to stabilize capital from flowing eastward.
$BTC
#美国宏观经济数据上链
The original plan was to stubbornly refuse to cut interest rates and let the Eastern power's economy implode on its own. But who would have thought? The A-shares are getting stronger the more they fall, and the rise is unstoppable!
Many people have long understood that June this year was the best window for the Federal Reserve to cut interest rates:
The A-shares fell to a historical bottom;
There are obvious problems with employment in the United States;
Inflation is under control;
If interest rates were cut at that time, not only could the US stock market be stabilized from premature weakness, but it could also take the opportunity to massively bottom-fish A-shares and Hong Kong stocks, and replicate the “pump and dump, retail investors take over” routine of last October.
What happened?
Powell was too greedy: he wanted the Eastern real estate to implode, or force the A-shares to explore lower again;
In addition, there was partisan infighting, wanting to bankrupt Trump's policies;
Unfortunately - all failed!
Once the golden interest rate cut window in June is missed, it is now too late to cut interest rates again, and the effect is greatly reduced.
Powell's title of "Mr. Too Late" is probably going to be nailed to the pillar of historical shame.
The most likely scenario next is:
Accelerate interest rate cuts to salvage the situation;
Avoid global capital from flocking to the Eastern power like crazy, and even withdrawing from US stocks, forming a pattern of "East rising and West declining";
Otherwise, the US's massive debt + the interest rate bomb under a high interest rate of 4.5% is very likely to trigger a "US stocks, US bonds, US dollar" triple-kill collapse!
Therefore, the Federal Reserve will inevitably try its best to prevent this from happening - accelerating interest rate cuts on the one hand, and desperately propping up US dollar assets on the other, just to stabilize capital from flowing eastward.
$BTC
#美国宏观经济数据上链
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