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加密观察员
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#美联储会议
Powell announces the end of quantitative tightening policy on December 1! Positive for risk assets
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#关税风波 突发!特朗普称,将关税收入发放给美国人民,平均每人可收到2000美金。如果该提案通过,将是美国政府自2021年新冠疫情以来的再一次发钱。
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#政府停摆 1️⃣美国政府停摆事件精炼概括起因:国会分歧于共和党推动的边境安全资金要求,民主党反对,导致10月1日联邦资金耗尽 2️⃣最新动态:已持续36天(史上最长),参议院谈判接近部分机构资金协议,但整体未定;影响包括SNAP福利延迟、住房贷款中断。 3️⃣股市影响:流动性逐渐匮乏,股市受挫,避险情绪高涨。
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#中美贸易战新进展 1️⃣核心事件:美国贸易代表办公室公告显示,白宫将于11月10日起暂停对中国海运、物流、造船领域301关税措施,为期一年。此举佐证外媒报道的中方采购美国农产品(如大豆、大麦)订单的真实性 2️⃣贸易进展:上周中美初步敲定协议框架,本次公告标志执行落地,完整贸易协议签订指日可待,贸易危机暂时解除。 3️⃣宏观影响:利好全球贸易供应链恢复、经济稳定,以及风险资产市场(如股市、商品)反弹。
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#美联储降息 美联储理事沃勒表示,他预计美联储12月将再次降息。
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#美联储会议 美联储宣布10月降息25个基点。
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