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今天的宏观主线还是贝森特的讲话,他在未来3年都会是故事的男主角,不管下一任美联储主席是谁,注定都是配角 贝森特今天发言,美国利率水平应比当前低150到175个基点 理论上讲,财长不应该干涉美联储的货币政策,而现在不一样,他这个财长的角色,甚至可以看成美国的“宰相”,从他面试联储主席看,他是未来联储的BOSS 那么他希望利率下降150-175基点(6-7次降息),其实给出的就是这轮降息的终点,大概率在2026年见到,25年3次+26年3-4次降息 这代表美国进入财政刺激+货币刺激的双重放水阶段,至少未来一年,资本市场不用担忧了,水是管够的 当然美债会间歇性抽水,会带来小波动,比如今晚,纳指和加密就因为流动性问题,高开低走
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冲刺10000粉,大红包来袭,干就完了!#ETH突破4000
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大狗$DOGE 带领meme起飞?拭目以待!#ETH突破4000
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以太$ETH 已经稳稳的站上了4000,链上也开始活跃,各种meme跃跃欲试,$SOL 离200还远吗?#ETH突破4000
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以太突破4200,eth质押概念密切关注,$SSV $LDO $RPL 哪个会是领头羊?#ETH突破4000
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