|
|
发表于 2022-10-7 02:46 PM
|
显示全部楼层
本帖最后由 Maylin 于 2022-10-7 02:53 PM 编辑
因为撒了超多的钱，人们手里还有钱，况且房子疯涨，绝大多数的owners have equity , plus they bought at record low interest rate…so they temporarily have holding power.. house equity plays a big role in Average household…as long as they have job, they can hold their houses… so FED quicklime raises its interest rate before the households lose their jobs…or before personal debt crisis.. housing market is a lagging behind the curve… once people start to lose the jobs, they still can hold for 1 year before foreclosure…that’s why FEd quickly raises its interest rate but other currencies fall hard …hurt / destroy other countries’ economy first, of course, eventually high interest will hurt Us corporate earnings..and housing market..but compared to other countries, US will be better off. 美联储就是跟时间赛跑， 因为印了很多钱，趁着 美国人腰包里还有钱，就拼了命加息。。美元都被吸过来了……其他国家就垮了。。美国经济也会受伤，但比起其他国家要好很多。。等其他国家垮了，美国就会去收购其他国家的便宜资产。吸了别人的血。它自己就会好很多的。鲍威尔最近说“we hope for the best, and prepare for the worst.” 说明美国经济本身已经存在了风险，风险在加大。。但这就像玩扑克牌，谁先眨眼谁就输。。。就赌欧洲先倒。。当然全世界都是无差别打击对象。。 |
评分
-
3
查看全部评分
-
|
狗仔卡
你应该知道我喊的基本都是对的。。不做可以，就是不要赌个反方向。。比特币我去年在6万点就说会去2万。。你应该记得的。。美元再持续走高，那比特币去8千也是有可能的。
能得班长点赞实属不易呀！ 其实有很多原因，我就说了几个最容易明白的原因。。国家层面的东西不是三言两语就能说明白的。。胡友们要明白美元在打一场硬仗。。鲍尔不是说得很清楚了：美国人民会suffer some pain… 美国人民至今还没有受苦受难呢！
