ʻO ka hui hoʻolālā macro honua, i alakaʻi ʻia e Morgan Stanley analyst Matthew Hornbach, i kākau i loko o kahi hōʻike i ka hopena pule ua hāʻule ke kumukūʻai o ka US Treasury market i mea e hiki ai i ka mākeke bear mōʻaukala ma US Treasuries i ka makahiki i hala ua komo i nā hua e uku ai no ka pilikia.Hiki i nā mea hoʻolale kālā ke ʻike i ka waiwai o nā hōʻaiʻē paʻa US e ʻike ʻia ana, a ua manaʻo ʻia e kali i ka manawa kūpono e kūʻai ai i mea e loaʻa ai kahi kumukūʻai manawa kūpono.
Ma ka ʻaoʻao ʻē aʻe, ʻoi aku ka nui o ka US Treasuries ma mua o ka $ 31 trillion mark no ka manawa mua ma mua o kēia mahina, e hoʻokumu ana i kahi moʻolelo kiʻekiʻe, akā ua kākau ka hui o Matthew Hornbach i kahi hōʻike ma mua o kēia mahina inā kekahi ma muli o ka ulu nui o ka US Treasuries. nā mea hoʻopukapuka nui He kuhihewa nui ka hopohopo e pili ana i nā hua paʻa ma muli o ka emi ʻana o ka noi.
Manaʻo ʻo Matthew Hornbach ʻo ka nui o nā palapala hoʻopaʻa aupuni US ma mua o $31 trillion he mea hoʻopilikia wale nō, a ʻo ka hoʻololi ʻana i ke kiʻekiʻe o ke koi ʻana i nā palapala hoʻopaʻa aupuni o ʻAmelika e nā mea hoʻopukapuka nui e like me nā panakō waena o nā ʻāina ʻē he mea hoʻopilikia wale nō.Ua ʻōlelo ʻo ia e pili ana ka pae o nā palapala hoʻopaʻa aupuni US ma ka Federal Reserve.ʻO ke kulekele kālā a ka CBRC, nā kulekele kālā a me nā kulekele kālā o nā ʻāina ʻē he mea kākoʻo.
I ka pane ʻana i ka nui o nā paʻa aupuni US ma mua o $ 31 trillion, ua ʻōlelo ʻo Morgan Stanley me ka ʻae ʻole: ʻO ka nui o nā paʻa aupuni US e hiki koke i $ 32 trillion, a laila $ 33 trillion, a me $ 45 trillion i loko o 10 mau makahiki, akā no nā mea hoʻopukapuka macro, ʻaʻole ka nīnau. nawai e kuai i keia mau bona, aka, ma ke kumukuai hea?
Ua ʻōlelo ʻo Morgan Stanley mai ka makahiki 2010, ʻo ka ʻike o nā koi haole no nā palapala hoʻopaʻa aupuni o ʻAmelika a me nā ʻano ʻē aʻe e hōʻike ana ʻaʻole hiki i nā mea hoʻopukapuka nui ke hoʻopilikia i ka pae o ka hopena;no laila, ua paipai ʻia e uku nui nā mea hoʻopukapuka macro i ke kulekele a me ka pane ʻana o nā panakō waena, ka ʻikepili waiwai, ʻaʻole i ka huina o nā palapala paʻa aupuni e pono ai nā mea hoʻopukapuka kālā e kūʻai, a i ʻole nā mea hoʻopukapuka e kūʻai.
Hoʻokomo nā kālā Cryptocurrency i ka mākeke paʻa US
I kēia mau lā, nui nā kālā i loko o ka pōʻai kālā e komo ana i ka mākeke pili aupuni US.Ua hoʻolaha ʻo MakerDAO i kēia mahina no ka hoʻololi ʻana i kāna mau waihona kālā a hōʻemi i nā pilikia i lawe ʻia e kahi waiwai hoʻokahi, ua hoʻoholo ʻo ia e hoʻokaʻawale i $500 miliona no ke kūʻai ʻana i nā paʻa aupuni a me nā hoʻopukapuka pōkole o US.ʻO nā palapala paʻa ʻoihana papa, me ke kōkua ʻana mai ka nunui hoʻokele waiwai ʻo BlackRock.
Ua ʻike ʻia ʻo Justin Sun, ka mea nāna i hoʻokumu iā Tron.Mai Mei 12, ua hoʻololi ʻo ia i 2.36 biliona USDC i Circle.Ua manaʻo ʻo Alex Krüger ka mea loiloi Cryptocurrency e haʻalele ana ʻo Justin Sun mai DeFi a hoʻohuli i kāna kālā e hoʻokomo i nā paʻa aupuni US, no ka mea, ʻoi aku ka kiʻekiʻe o ka US Treasuries.
Makeke
BTCUa piʻi aʻe ma mua o 2.6% i ka US$19,695 i loko o 5 mau hola mai ke kakahiaka nui o nehinei, akā hāʻule i hope a hoʻomau i ka fluctuate ma kahi o US $19,000.E like me ka palena manawa, ua hōʻike ʻia ma US $19,287, i lalo o 0.7% i nā hola 24 i hala.ETHua hōʻike ʻia ma $1,340, ma lalo o 1.1% i nā hola 24 i hala.
Ua hoʻomau nā kumukūʻai US i kā lākou loaʻa i ka Pōʻalima.Ua piʻi ka Dow Jones Industrial Average i nā helu 417.06, a i ʻole 1.34%, e pani i nā helu 31,499.62;ua piʻi ka S&P 500 i nā helu 44.59, a i ʻole 1.19%, e pani i nā helu 3,797.34;ua piʻi ka Nasdaq Composite i nā helu 92.89, a i ʻole 0.86 %, e pani i nā helu 10,952.61;ua piʻi ka Philadelphia Semiconductor Index i nā helu 14.86, a i ʻole 0.64%, e pani i nā helu 2,351.55.
Ka manawa hoʻouna: Nov-14-2022