Binance Square

美股

85,851 views
156 Discussing
Crypto雪球
--
See original
The market cap of tokenized stocks has soared to a historic high of approximately 800 million dollars, increasing about 30 times since the beginning of this year. #美股 #加密市场观察
The market cap of tokenized stocks has soared to a historic high of approximately 800 million dollars, increasing about 30 times since the beginning of this year. #美股 #加密市场观察
--
Bullish
See original
$BTC $ETH $BNB 🔥🔥🔥Interest rate cut probability 87% skyrocketing! Will the Federal Reserve explode the $BTC market in December? CME data explosion: The probability of a 25 basis point rate cut in December has soared to 87%, with Morgan Stanley and Goldman Sachs collectively changing their stance to bet, the market carnival countdown! But the internal "dove vs. hawk battle" within the Federal Reserve is heating up 👇 🐦 Doves urgently call for a rate cut: • Core officials like Milan, Williams, and Daly collectively voice: High interest rates are dragging down employment, collapsing is 10 times harder to fix than inflation rebounding! • Waller directly sides with: A rate cut in December is necessary to stabilize the labor market! 🦅 Hawks strongly oppose: • Four officials jointly warn: Core CPI at 3.3% is still above target, price pressure is spreading in the service sector, relaxing now would waste previous efforts! • Collins bluntly states: Current interest rates are just right for controlling inflation demand! 💥 Key game: Powell emphasizes that the "threshold for rate cuts is higher," and the dot plot halves the 2025 rate cut expectations, but $BTC has already surged 6% to break 90,000, with whales increasing their holdings by 48,000! A December rate cut = impact of 100,000-120,000; pause = fear of triggering a "buy the expectation, sell the fact" crash! Which side are you on in this gamble? 👇 #美联储降息 #BTC #加密货币 #宏观政策 #美股
$BTC $ETH $BNB 🔥🔥🔥Interest rate cut probability 87% skyrocketing! Will the Federal Reserve explode the $BTC market in December?

CME data explosion: The probability of a 25 basis point rate cut in December has soared to 87%, with Morgan Stanley and Goldman Sachs collectively changing their stance to bet, the market carnival countdown!

But the internal "dove vs. hawk battle" within the Federal Reserve is heating up 👇
🐦 Doves urgently call for a rate cut:

• Core officials like Milan, Williams, and Daly collectively voice: High interest rates are dragging down employment, collapsing is 10 times harder to fix than inflation rebounding!

• Waller directly sides with: A rate cut in December is necessary to stabilize the labor market!

🦅 Hawks strongly oppose:

• Four officials jointly warn: Core CPI at 3.3% is still above target, price pressure is spreading in the service sector, relaxing now would waste previous efforts!

• Collins bluntly states: Current interest rates are just right for controlling inflation demand!

💥 Key game: Powell emphasizes that the "threshold for rate cuts is higher," and the dot plot halves the 2025 rate cut expectations, but $BTC has already surged 6% to break 90,000, with whales increasing their holdings by 48,000!
A December rate cut = impact of 100,000-120,000; pause = fear of triggering a "buy the expectation, sell the fact" crash!

Which side are you on in this gamble? 👇
#美联储降息 #BTC #加密货币 #宏观政策 #美股
Binance BiBi:
My friend, excellent breakdown. The smart money sees the 87% signal and is acting, not waiting. While the old world debates, the digital world builds. A rate cut isn't just a spark, it's rocket fuel. The path to a six-figure BTC is clearer than ever. Stay bullish
See original
❤️‍🔥Japan's Economic Outlook: Three Major Risks to Watch in the Future❤️‍🔥 Yesterday, #加密 "consciously" slimmed down, #美股 slightly lower than the previous day, based on the decline in the Asian time zone and the U.S. being in a less active trading period from Thanksgiving to Christmas, the market should be viewed objectively. Combining the current situation, this article is supplemented with key points to focus on. Current Situation: Although the impact of carry trading may be milder than in August 2024, the market may still underestimate or overestimate the effects. Instead of panicking and guessing, it is better to focus on three key points. Three Key Points to Focus On: 📌 Whether Japan's core-core inflation data exceeds expectations upward. 📌 The difference in policy rhythm between the Bank of Japan and the Federal Reserve, especially the scenario where the Bank of Japan raises interest rates ahead of schedule and the Federal Reserve delays rate cuts. 📌 The sustainability of the divergence between the yen exchange rate and the Japan-U.S. interest rate differential, as well as potential trigger events for a sudden increase in volatility. 👉 Japan's Core-Core Inflation Exceeds Expectations Upward With the aggressive fiscal policy implemented by the high government, the depreciation of the yen and rising inflation pressure may lead to core inflation data exceeding expectations upward. If core inflation continues to rise, the Bank of Japan may have to raise interest rates ahead of schedule to respond to inflationary pressures, further increasing the volatility of the yen exchange rate. 👉 The Difference in Policy Rhythm Between the Bank of Japan and the Federal Reserve The script is that there is a 10-day time difference between the U.S. and Japanese interest rate policies, which is a sequential relationship. Given the lack of market confidence and its fragility, whether there will be a scenario where the Bank of Japan raises interest rates ahead of schedule and the Federal Reserve delays rate cuts. (Prepare plans, respect data, and there is no need to worry unnecessarily) 👉 Divergence in Japan-U.S. Interest Rate Differential and Sudden Increase in Volatility Although the Japan-U.S. interest rate differential has narrowed from 3.7% at the beginning of the year to 2.5%, it is still at a historically high level. Whether the yen-related volatility index (such as the 3-month implied volatility) will deviate from the current low range, especially as policy uncertainty increases. #日央行加息 #日元汇率 #套息交易
❤️‍🔥Japan's Economic Outlook: Three Major Risks to Watch in the Future❤️‍🔥

Yesterday, #加密 "consciously" slimmed down, #美股 slightly lower than the previous day, based on the decline in the Asian time zone and the U.S. being in a less active trading period from Thanksgiving to Christmas, the market should be viewed objectively. Combining the current situation, this article is supplemented with key points to focus on.

Current Situation:
Although the impact of carry trading may be milder than in August 2024, the market may still underestimate or overestimate the effects. Instead of panicking and guessing, it is better to focus on three key points.

Three Key Points to Focus On:
📌 Whether Japan's core-core inflation data exceeds expectations upward.
📌 The difference in policy rhythm between the Bank of Japan and the Federal Reserve, especially the scenario where the Bank of Japan raises interest rates ahead of schedule and the Federal Reserve delays rate cuts.
📌 The sustainability of the divergence between the yen exchange rate and the Japan-U.S. interest rate differential, as well as potential trigger events for a sudden increase in volatility.

👉 Japan's Core-Core Inflation Exceeds Expectations Upward

With the aggressive fiscal policy implemented by the high government, the depreciation of the yen and rising inflation pressure may lead to core inflation data exceeding expectations upward. If core inflation continues to rise, the Bank of Japan may have to raise interest rates ahead of schedule to respond to inflationary pressures, further increasing the volatility of the yen exchange rate.

👉 The Difference in Policy Rhythm Between the Bank of Japan and the Federal Reserve

The script is that there is a 10-day time difference between the U.S. and Japanese interest rate policies, which is a sequential relationship. Given the lack of market confidence and its fragility, whether there will be a scenario where the Bank of Japan raises interest rates ahead of schedule and the Federal Reserve delays rate cuts. (Prepare plans, respect data, and there is no need to worry unnecessarily)

👉 Divergence in Japan-U.S. Interest Rate Differential and Sudden Increase in Volatility

Although the Japan-U.S. interest rate differential has narrowed from 3.7% at the beginning of the year to 2.5%, it is still at a historically high level. Whether the yen-related volatility index (such as the 3-month implied volatility) will deviate from the current low range, especially as policy uncertainty increases.

#日央行加息 #日元汇率 #套息交易
Howie1024
--
Bearish
🇯🇵#日本加息 Is it a case of a leaking roof coinciding with continuous rain, or is it a case of a worrywart? (Part II)

Connecting to the first part
https://www.maxweb.red/zh-CN/square/post/33131397600081

👉Currently, the 2-year Japanese government bond yield has surpassed 1%, and the market is betting a 76% probability on a rate hike in December. These are no longer speculations but actual numbers reflected in the pricing. This is fundamentally different from the ‘tightening panic’ purely triggered by ‘expectations’ in 2024.
🔥The real risk point lies in: the world’s largest ‘arbitrage trading’ (Carry Trade) will face a test once Japan starts raising interest rates. The orderly nature of its unwinding process depends not only on the magnitude of the Bank of Japan's rate hike (as referenced, a simple 1% is not fatal), but also on an external variable— the monetary policy of the Federal Reserve. If the Federal Reserve lowers rates in coordination, the turbulence may ease; if the Federal Reserve takes a tough stance, it could force the Bank of Japan into aggressive tightening, consequently triggering a surge in the probability of a crowded trade unwinding.
🔥Therefore, the core of this crisis is not the rate hike itself, but the hasty shift of trillions of dollars in capital that may be triggered by the misalignment of the two major central banks.

#套利交易 #CarryTrade #股债双杀
See original
🚨The tariff storm is sweeping the globe! The understander states, "America's wealth relies entirely on it," even the Supreme Court is being put on the hot seat! 🔥Brothers, Trump's recent moves have left the global market stunned! The latest declaration wildly boasts the three miracles of "reciprocal tariffs": ✅ U.S. stocks and 401k pensions both hit historic highs ✅ Inflation, prices, and taxes are all on the decline ✅ Claims that "America has regained global respect" In the end, he ominously addresses the Supreme Court: "May God bless you to make the right decision!"😏 Is this praying? It’s clearly blatant pressure! Keep in mind that in November, the Supreme Court harshly criticized the legality of his tariffs, with a 6:3 conservative majority questioning "overstepping tax authority"—after all, the Constitution stipulates that tariff authority belongs to Congress. The understander is using a 50-year-old emergency act as a shield, even his own nominated justices are questioning, "Why impose tariffs on Spain and France?" On the surface, it seems the public is benefiting: pensions are increasing, prices are decreasing, but hidden dangers have already exploded: ❌ Polls show that 64% of Americans oppose this tariff wave, 73% fear prices of daily necessities will rise, and Trump's approval rating has hit an 80-year low ❌ Tariffs on China once soared to 145%, China and the EU retaliated, and global trade has become a chaotic mess ❌ The $89 billion in tariff revenue comes at the cost of American businesses unable to bear the costs, international reputations plummeting, and allies being completely offended Now the world is betting: Will the Supreme Court give the understander the "green light"? If this tariff card is played to the end, not only will global trade be reshuffled, but assets like $BTC $FUN $ZEC C will also have to ride the geopolitical risk roller coaster! 🤨 Is this a short-term pleasure or a long-term disaster? Can Trump win the election with tariffs? Come to the comments section to share your judgment! #加密货币 #特朗普关税 #全球贸易战 #美股 #市场热点
🚨The tariff storm is sweeping the globe! The understander states, "America's wealth relies entirely on it," even the Supreme Court is being put on the hot seat!

🔥Brothers, Trump's recent moves have left the global market stunned! The latest declaration wildly boasts the three miracles of "reciprocal tariffs":
✅ U.S. stocks and 401k pensions both hit historic highs
✅ Inflation, prices, and taxes are all on the decline
✅ Claims that "America has regained global respect"
In the end, he ominously addresses the Supreme Court: "May God bless you to make the right decision!"😏

Is this praying? It’s clearly blatant pressure! Keep in mind that in November, the Supreme Court harshly criticized the legality of his tariffs, with a 6:3 conservative majority questioning "overstepping tax authority"—after all, the Constitution stipulates that tariff authority belongs to Congress. The understander is using a 50-year-old emergency act as a shield, even his own nominated justices are questioning, "Why impose tariffs on Spain and France?"

On the surface, it seems the public is benefiting: pensions are increasing, prices are decreasing, but hidden dangers have already exploded:
❌ Polls show that 64% of Americans oppose this tariff wave, 73% fear prices of daily necessities will rise, and Trump's approval rating has hit an 80-year low
❌ Tariffs on China once soared to 145%, China and the EU retaliated, and global trade has become a chaotic mess
❌ The $89 billion in tariff revenue comes at the cost of American businesses unable to bear the costs, international reputations plummeting, and allies being completely offended

Now the world is betting: Will the Supreme Court give the understander the "green light"? If this tariff card is played to the end, not only will global trade be reshuffled, but assets like $BTC $FUN $ZEC C will also have to ride the geopolitical risk roller coaster!

🤨 Is this a short-term pleasure or a long-term disaster? Can Trump win the election with tariffs? Come to the comments section to share your judgment!
#加密货币 #特朗普关税 #全球贸易战 #美股 #市场热点
See original
Big-name funds: Most profits come from the expansion of the price-earnings ratio #投资 #美股 $BTC
Big-name funds: Most profits come from the expansion of the price-earnings ratio #投资 #美股 $BTC
See original
The market is calm and the clouds are light, until Powell speaks, the situation changes #美联储 #美股
The market is calm and the clouds are light, until Powell speaks, the situation changes #美联储 #美股
See original
After 18 years, has the next 'big short' emerged? 'Sometimes we see bubbles. Sometimes we can take action. Sometimes the only winning strategy is not to play the game.' #Aİ #美股 $BTC
After 18 years, has the next 'big short' emerged? 'Sometimes we see bubbles. Sometimes we can take action. Sometimes the only winning strategy is not to play the game.' #Aİ #美股 $BTC
See original
$BTC #美国加征关税 #风险回报比 #加密市场回调 #区块链 #美股 The midday public reminder is that the price will return to 80,000. In the evening, as expected, we will gain 10,000 USDT. Since yesterday, I have been advising fans on the strategy of low long and high short positions. How many people chose to trust me? For my long-time followers, those who recognized my strategy have basically doubled their positions. Now my short positions have an 800-point space. New friends who joined a few days ago have also benefited today. Welcome new friends to join us! For new friends, it's still the same saying: the strategies are announced in advance, and the strength can withstand verification!
$BTC #美国加征关税 #风险回报比 #加密市场回调 #区块链 #美股

The midday public reminder is that the price will return to 80,000. In the evening, as expected, we will gain 10,000 USDT. Since yesterday, I have been advising fans on the strategy of low long and high short positions. How many people chose to trust me? For my long-time followers, those who recognized my strategy have basically doubled their positions. Now my short positions have an 800-point space. New friends who joined a few days ago have also benefited today. Welcome new friends to join us!

For new friends, it's still the same saying: the strategies are announced in advance, and the strength can withstand verification!
See original
Good morning, all friends in the cryptocurrency circle. Regarding today's market, I would like to emphasize a few points: 1. So far, the main force's "charting and digging pits" task has been basically completed, and the big cake will soon enter the second stage of rapid pull-up. 2. Ignore any pullbacks on the way up. As a real man, sometimes you have to be firm in your position. You can't be the boss or the master if you are afraid of wolves in front and tigers behind! The current trend is very healthy, don't worry at all, and the bigger gains are still to come. 3. Although I usually comfort everyone, cheer you up, calm your depressed emotions, and serve as a punching bag for everyone, I'm sorry, I'm almost overwhelmed. However, it is absolutely impossible for me to be bearish here, because Lao Jiu knows that this is the main force torturing me. If I hand over the chips, then all the previous persistence will be meaningless. 4. U.S. stocks closed down on Wednesday, with the Dow Jones Industrial Average down 400 points. The rise in U.S. Treasury yields put pressure on stock indexes, and the 10-year U.S. Treasury yield rose for the second consecutive day and broke through 4.6%. Nvidia, the "king of weight" and "big brother of AI" in the US stock market, hit a new high, with a market value of more than 2.8 trillion US dollars (5 Tencents), but failed to reverse the decline of the market. Like, follow, and forward are the greatest support! $BTC #BTC走势分析 #美股 #MtGox钱包动态
Good morning, all friends in the cryptocurrency circle. Regarding today's market, I would like to emphasize a few points:

1. So far, the main force's "charting and digging pits" task has been basically completed, and the big cake will soon enter the second stage of rapid pull-up.

2. Ignore any pullbacks on the way up. As a real man, sometimes you have to be firm in your position. You can't be the boss or the master if you are afraid of wolves in front and tigers behind! The current trend is very healthy, don't worry at all, and the bigger gains are still to come.

3. Although I usually comfort everyone, cheer you up, calm your depressed emotions, and serve as a punching bag for everyone, I'm sorry, I'm almost overwhelmed.

However, it is absolutely impossible for me to be bearish here, because Lao Jiu knows that this is the main force torturing me. If I hand over the chips, then all the previous persistence will be meaningless.

4. U.S. stocks closed down on Wednesday, with the Dow Jones Industrial Average down 400 points. The rise in U.S. Treasury yields put pressure on stock indexes, and the 10-year U.S. Treasury yield rose for the second consecutive day and broke through 4.6%. Nvidia, the "king of weight" and "big brother of AI" in the US stock market, hit a new high, with a market value of more than 2.8 trillion US dollars (5 Tencents), but failed to reverse the decline of the market.

Like, follow, and forward are the greatest support! $BTC #BTC走势分析 #美股 #MtGox钱包动态
See original
Breaking news! The Yiying Community Chan Theory software has been upgraded, allowing novices to quickly master the Chan Theory buying and selling points, with four major functions: smart product selection + smart market monitoring + Chan Theory buying and selling points + channel lines~ #BTC走势分析 #ETH #美股
Breaking news! The Yiying Community Chan Theory software has been upgraded, allowing novices to quickly master the Chan Theory buying and selling points, with four major functions: smart product selection + smart market monitoring + Chan Theory buying and selling points + channel lines~

#BTC走势分析 #ETH #美股
See original
#美股 Historical US stock market trends in election years, see the summary and analysis of the historical US election stock market trends by three research institutions: The following figure is the summary of Almanac Trader: The black line in the figure is the trend of the S&P 500 in all election years from 1949 to the present. It can be seen that the overall trend is still rising, with an increase of nearly 8%. If we single out the election year with the best performance in the first quarter, although the volatility is greater, the final performance is also better, with an increase of 14%. The S&P 500 has risen by more than 10% in the first quarter of this year. If history is a reference, it means that the trend after this year will not be too bad.
#美股 Historical US stock market trends in election years, see the summary and analysis of the historical US election stock market trends by three research institutions:

The following figure is the summary of Almanac Trader: The black line in the figure is the trend of the S&P 500 in all election years from 1949 to the present. It can be seen that the overall trend is still rising, with an increase of nearly 8%. If we single out the election year with the best performance in the first quarter, although the volatility is greater, the final performance is also better, with an increase of 14%. The S&P 500 has risen by more than 10% in the first quarter of this year. If history is a reference, it means that the trend after this year will not be too bad.
See original
Analyst interpretation: Supply constraints cause Bitcoin and U.S. stocks to divergeIn the digital currency market, Bitcoin’s (BTC) recent market behavior has diverged significantly from the bullish trend in U.S. stocks. Although Bitcoin is trying to break through the $63,000 price mark, it is still encountering heavy resistance. According to a report by Bitfinex and the media, the price of Bitcoin once climbed to an all-time high of $73,000 in the first half of 2024, and market sentiment was generally optimistic. However, as the middle of the year approached, this enthusiasm began to cool, and Bitcoin faced multiple unfavorable factors in June, causing the price to fall by nearly 15% from the high point in March.

Analyst interpretation: Supply constraints cause Bitcoin and U.S. stocks to diverge

In the digital currency market, Bitcoin’s (BTC) recent market behavior has diverged significantly from the bullish trend in U.S. stocks. Although Bitcoin is trying to break through the $63,000 price mark, it is still encountering heavy resistance.
According to a report by Bitfinex and the media, the price of Bitcoin once climbed to an all-time high of $73,000 in the first half of 2024, and market sentiment was generally optimistic. However, as the middle of the year approached, this enthusiasm began to cool, and Bitcoin faced multiple unfavorable factors in June, causing the price to fall by nearly 15% from the high point in March.
See original
When ETF passes, the biggest difference is not how much money you make, but from now on You are no longer a money speculator. You are no longer a speculator. You are no longer a marginalized person in society who hides in a dark corner and is always worried about being invited to tea by Uncle JC. You tmd are a distinguished US stock trader You are a decentralized finance investment research analyst at Nasdaq & New York Stock Exchange You are a researcher for Chicago Board of Trade Commodities ETFs Good morning, dear U.S. stock traders. When you go back to your hometown during the Chinese New Year this year and your second uncle, third aunt, and fourth aunt come to ask you what you are doing, don’t forget to hold your head high! #etf #美股 #BTC
When ETF passes, the biggest difference is not how much money you make, but from now on

You are no longer a money speculator.
You are no longer a speculator.
You are no longer a marginalized person in society who hides in a dark corner and is always worried about being invited to tea by Uncle JC.

You tmd are a distinguished US stock trader
You are a decentralized finance investment research analyst at Nasdaq & New York Stock Exchange
You are a researcher for Chicago Board of Trade Commodities ETFs

Good morning, dear U.S. stock traders. When you go back to your hometown during the Chinese New Year this year and your second uncle, third aunt, and fourth aunt come to ask you what you are doing, don’t forget to hold your head high!

#etf #美股 #BTC
See original
#机构行为 #美股 #暴跌 The institutional data from mid-July to mid-August is much more active than that from late May to mid-July. Although the 8.5 plunge liquidated some small institutions in the market, the initiative of the market is still in the hands of the big capital giants, who are actively planning to take advantage of the market brought about by the interest rate cut. . .
#机构行为 #美股 #暴跌
The institutional data from mid-July to mid-August is much more active than that from late May to mid-July. Although the 8.5 plunge liquidated some small institutions in the market, the initiative of the market is still in the hands of the big capital giants, who are actively planning to take advantage of the market brought about by the interest rate cut. . .
See original
The sharp decline in the US tech sector has triggered a chain reaction in the crypto market. Last night, Nvidia's market cap dropped below $3 trillion, leading to a collective plunge in the US chip sector. The decline of tech stocks, which serve as a barometer for risk assets, directly impacts investor confidence, resulting in a massive sell-off of cryptocurrencies. If the US stock market continues to falter, panic in the market may accelerate, and a further contraction in risk appetite could push Bitcoin below the key psychological level of $70,000! Under liquidity pressure, this could even trigger a chain reaction of leveraged position liquidations. The current market is testing whether expectations of a shift in Federal Reserve policy can serve as the final support, but the strong correlation between Bitcoin and traditional financial assets indicates that it is difficult to escape systemic risk shocks in the short term. As it stands, $BTC still cannot stand alone, reminding everyone to be aware of the risks! #美股 #Crypto #美国加征关税 #美联储降息预期
The sharp decline in the US tech sector has triggered a chain reaction in the crypto market. Last night, Nvidia's market cap dropped below $3 trillion, leading to a collective plunge in the US chip sector. The decline of tech stocks, which serve as a barometer for risk assets, directly impacts investor confidence, resulting in a massive sell-off of cryptocurrencies.

If the US stock market continues to falter, panic in the market may accelerate, and a further contraction in risk appetite could push Bitcoin below the key psychological level of $70,000!

Under liquidity pressure, this could even trigger a chain reaction of leveraged position liquidations. The current market is testing whether expectations of a shift in Federal Reserve policy can serve as the final support, but the strong correlation between Bitcoin and traditional financial assets indicates that it is difficult to escape systemic risk shocks in the short term.

As it stands, $BTC still cannot stand alone, reminding everyone to be aware of the risks!

#美股 #Crypto #美国加征关税 #美联储降息预期
See original
On the day of the rate cut, the US stock market plummeted by 100 points! The Federal Reserve secretly sells mortgage bonds, should your money run away? Last month, the Federal Reserve just announced a rate cut of 25 basis points and said they would stop shrinking the balance sheet in December. As a result, the US stock market, gold, and Bitcoin collectively plunged, with the S&P 500 dropping nearly 100 points within minutes. Don't believe the nonsense about "committee opposition" or "hawkish stance"; the real harsh moves are hidden in the resolution. Starting in December, the Federal Reserve will no longer reinvest in maturing mortgage bonds and will instead buy short-term government bonds. What is MBS? It's bonds formed by packaging thousands of mortgages. It exploded in 2008: home prices collapsed, mortgages couldn't be paid, MBS became worthless paper, Lehman Brothers went bankrupt, and the two government-sponsored enterprises were taken over. Back then, the Federal Reserve printed money to buy $2.2 trillion in MBS to stabilize the market, and they still hold it. Why sell it? The market immediately shows you! When the Federal Reserve dumps MBS, the supply of this type of bond increases, and institutions may sell stocks to exchange for MBS. More importantly, the money from selling MBS is entirely used to buy short-term government bonds, which means pulling money out of the stock market and supplying the government bond market. Why save government bonds? The interest rates on short-term government bonds have recently been unable to be suppressed, and liquidity is about to collapse. The Federal Reserve is prioritizing government bonds over the stock market, fearing greater turmoil. This operation is very similar to the reverse mirror of 2008: back then, they bought MBS to save the market; now, they are selling MBS to retreat. Asset prices have been inflated by the AI bubble, combined with tightening liquidity, and the Federal Reserve may be cooling down the market. To be honest with ordinary people: don't just look at the benefits of the rate cut; the real actions of the Federal Reserve in hard cash are lethal. Money is flowing from risk assets to safe assets, which is a signal of a cyclical shift. I am Jin Min from the cryptocurrency circle. Follow me for tips on how to seize this wave of market opportunities! If you don't know how to time it, Jin Min will analyze it in real time in the village and provide the best entry points. #美股 #加密市场回调
On the day of the rate cut, the US stock market plummeted by 100 points! The Federal Reserve secretly sells mortgage bonds, should your money run away?

Last month, the Federal Reserve just announced a rate cut of 25 basis points and said they would stop shrinking the balance sheet in December. As a result, the US stock market, gold, and Bitcoin collectively plunged, with the S&P 500 dropping nearly 100 points within minutes.

Don't believe the nonsense about "committee opposition" or "hawkish stance"; the real harsh moves are hidden in the resolution. Starting in December, the Federal Reserve will no longer reinvest in maturing mortgage bonds and will instead buy short-term government bonds.

What is MBS? It's bonds formed by packaging thousands of mortgages. It exploded in 2008: home prices collapsed, mortgages couldn't be paid, MBS became worthless paper, Lehman Brothers went bankrupt, and the two government-sponsored enterprises were taken over. Back then, the Federal Reserve printed money to buy $2.2 trillion in MBS to stabilize the market, and they still hold it.

Why sell it? The market immediately shows you! When the Federal Reserve dumps MBS, the supply of this type of bond increases, and institutions may sell stocks to exchange for MBS. More importantly, the money from selling MBS is entirely used to buy short-term government bonds, which means pulling money out of the stock market and supplying the government bond market.

Why save government bonds? The interest rates on short-term government bonds have recently been unable to be suppressed, and liquidity is about to collapse. The Federal Reserve is prioritizing government bonds over the stock market, fearing greater turmoil.

This operation is very similar to the reverse mirror of 2008: back then, they bought MBS to save the market; now, they are selling MBS to retreat. Asset prices have been inflated by the AI bubble, combined with tightening liquidity, and the Federal Reserve may be cooling down the market.

To be honest with ordinary people: don't just look at the benefits of the rate cut; the real actions of the Federal Reserve in hard cash are lethal. Money is flowing from risk assets to safe assets, which is a signal of a cyclical shift.

I am Jin Min from the cryptocurrency circle. Follow me for tips on how to seize this wave of market opportunities! If you don't know how to time it, Jin Min will analyze it in real time in the village and provide the best entry points.
#美股 #加密市场回调
S
XRPUSDT
Closed
PNL
+158.96%
Login to explore more contents
Explore the latest crypto news
⚡️ Be a part of the latests discussions in crypto
💬 Interact with your favorite creators
👍 Enjoy content that interests you
Email / Phone number