今晚FOMC 議息結果係...?
你而家想點?
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Local bank 一定插返轉頭，short的好機會
正常，佢地完全無forecast 能力
咁就真係…
通漲點搞啊
通漲點搞啊
https://www.cnbc.com/2023/03/22/fed-rate-hike-decision-march-2023.html
市場解讀話鬆口
Fed hikes rates by a quarter percentage point, indicates increases are near an end
“The Committee will closely monitor incoming information and assess the implications for monetary policy,” the FOMC’s post-meeting statement said. “The Committee anticipates that some additional policy firming may be appropriate in order to attain a stance of monetary policy that is sufficiently restrictive to return inflation to 2 percent over time.“
That wording is a departure from previous statements which indicated “ongoing increases” would be appropriate to bring down inflation.
The softening tone came amid a banking crisis that has raised concerns about the system’s stability. The statement noted the likely impact from recent events.
市場解讀話鬆口
Fed hikes rates by a quarter percentage point, indicates increases are near an end
“The Committee will closely monitor incoming information and assess the implications for monetary policy,” the FOMC’s post-meeting statement said. “The Committee anticipates that some additional policy firming may be appropriate in order to attain a stance of monetary policy that is sufficiently restrictive to return inflation to 2 percent over time.“
That wording is a departure from previous statements which indicated “ongoing increases” would be appropriate to bring down inflation.
The softening tone came amid a banking crisis that has raised concerns about the system’s stability. The statement noted the likely impact from recent events.
上年吹24年
今年吹25年
睇怕有排高息
今年吹25年
睇怕有排高息
逐啲逐啲加囉
鮑Sir 最出名就係經濟信心論， 市場一無信心同恐慌之後點救都難，所以要保住經濟信心， 唯有逐啲逐啲加
反而如果銀行啲炸彈拆晒， 後續就更有信心加爆息
所以點都係搾美元穩陣過港元
鮑Sir 最出名就係經濟信心論， 市場一無信心同恐慌之後點救都難，所以要保住經濟信心， 唯有逐啲逐啲加
反而如果銀行啲炸彈拆晒， 後續就更有信心加爆息
所以點都係搾美元穩陣過港元
掉頭插水
你都有道理
但點會知銀行啲炸彈拆得曬
但點會知銀行啲炸彈拆得曬
無forecast 能力還無forecast 能力
但樓上巴打講得好岩就係Basel 協定全部無用先大獲
俾啲金融佬搵到地方走到位亂放錢俾人
但樓上巴打講得好岩就係Basel 協定全部無用先大獲
俾啲金融佬搵到地方走到位亂放錢俾人
都唔算插嘅
最多都係打回原形啫
況且重有兩個鐘
最多都係打回原形啫
況且重有兩個鐘
老實講， 而家爆既銀行
一係啲小型銀行專放貸俾創科公司
Credit Suisse 其實講左好耐要爆
係今時今日加息篤爆佢摭
暫時無聽到其他銀行有問題
一係啲小型銀行專放貸俾創科公司
Credit Suisse 其實講左好耐要爆
係今時今日加息篤爆佢摭
暫時無聽到其他銀行有問題
訓覺先
加得多 —> 爆更多
加得少 —> 通脹升更多
加得少 —> 通脹升更多
我買撈青
一定淆底既
一定淆底既
我估佢意思係：
以前印象中嘅銀行擠提，係一大堆存戶去銀行排隊攞錢，大排長龍
e家嘅銀行擠提，攞錢只需要響銀行app或者網上銀行，撳幾下，足不出戶已經轉走啲錢
再加上互聯網傳播消息咁快，擠提係可以發生得好快
以前印象中嘅銀行擠提，係一大堆存戶去銀行排隊攞錢，大排長龍
e家嘅銀行擠提，攞錢只需要響銀行app或者網上銀行，撳幾下，足不出戶已經轉走啲錢
再加上互聯網傳播消息咁快，擠提係可以發生得好快
加加減減仲係3幻點
過多幾年就會5幻
過多幾年就會5幻
癲左
來回由day high落左700點
來回由day high落左700點
加埋SVB啲存戶幾乎係同一個圈子
幾條tweet喺24小時內已經觸發到擠提
幾條tweet喺24小時內已經觸發到擠提
Free fall
符合市場預期 爆升
2
咁多連登仔認為今次係真QE