#阿布扎比稳定币 , but next there will be the Federal Reserve meeting, and the key still lies in Powell's attitude in his speech.
Let’s talk about our situation, there are a few core data points:
First, the deficit rate is set at 4%. Previously, we mainly had 3, which is the first time in recent years that the deficit rate has been increased. To clarify, 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 3, but now the monthly CPI is only in the tenths, making a target of 3 too distant.
This adjustment of the target is a positive development, indicating that the higher-ups have seen the issues and are facing them. It is a significant positive.
Third, the issuance of 1.3 trillion in special government bonds, which is slightly below market expectations, 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 that this will save the banks, and this wave has landed. Why do banks need to issue bonds despite making large daily profits? Because while banks are profitable, they are also burdened by the huge risks in real estate. Saving the real estate sector is too difficult, so it is better to protect the banks as a backup.