加息之外一个不可忽视的指标——美联储“量化紧缩”加速！

美股解毒师

上周出现意外的资金外流后，美国货币市场基金本周迎来流入，尽管只有42.2亿美元，但总资产规模已经维持在创纪录的高位周数达7周...

零售的基金连续第13周实现流入（增加72亿美元），而机构基金则出现30亿美元的资金外流。

货币市场基金资产（上升中）和银行存款（也在增长）继续出现背离现象...

美联储的资产负债表继续缩水至次于 $硅谷银行(SIVBQ)$ 事件前水平，上周下降224亿美元，降至2019年8月以来的最低点...

量化缩减上周重新加速，美联储出售了214亿美元的证券。

美联储的银行期限资金计划使用量上周再次增加（增加6.22亿美元），维持在创纪录的高位1,030亿美元左右。

从美联储H.4.1报告中得知的细节...

量化缩减 - 笔记、债券、TIPS（通胀保值债券）：减少140亿美元，降至4.347万亿美元
贴现窗口：260亿美元保持不变
银行期限资金计划：增加6亿美元，达到创纪录的192.9亿美元
其他信贷扩张（FDIC贷款）：增加72亿美元，达到159.6亿美元

最后，我们注意到美国股票市场总市值已经完全脱钩于美联储存款的下降趋势...

(来源：彭博)

美联储会议纪要：几乎所有官员预计年内加息？

当地时间7月5日，美联储公布6月会议纪要。会议纪要显示，“几乎所有”决策者都认为年内可能有必要进一步提高利率，但也都认为6月跳过加息是“合适的或可以接受的”。投资者认为美联储在7月会议上加息25个基点的概率为88.7%，但预计今年晚些时候进一步加息的概率仅有31.6%。那么，你怎么评价美联储6月加息会议？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

老纳长期三倍空
2023-07-21
老纳长期三倍空
我们注意到美国股票市场总市值已经完全脱钩于美联储存款的下降趋势...

这个才是风险最大的。
阿咕咕咕
2023-07-22
阿咕咕咕
快！跟着机构的卖出潮，赶紧抛售银行存款，收割利润！快快快
瓦特蒸汽机
2023-07-22
瓦特蒸汽机
哇哦，富豪们都在涌向股票市场，我也要加入这场盛宴！哈哈哈
你懂的盼
2023-07-22
你懂的盼
卖房买股，暴富路上一发千钧！信我啦，聪明人都在进军股市！
日添一线
2023-07-22
日添一线
货币市场基金连续7周高位！稳的一批，不错不错
黑天鹅本人
2023-07-22
黑天鹅本人
这市场，一涨再涨，赶紧入场才不会后悔！对不对？

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笔记、债券、TIPS（通胀保值债券）：减少140亿美元，降至4.347万亿美元</p></li><li><p>贴现窗口：260亿美元保持不变</p></li><li><p>银行期限资金计划：增加6亿美元，达到创纪录的192.9亿美元</p></li><li><p>其他信贷扩张（FDIC贷款）：增加72亿美元，达到159.6亿美元</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f64aff5bd723cf8c99aef37bfc2ce4c\" tg-width=\"544\" tg-height=\"651\"></p><p>最后，我们注意到美国股票市场总市值已经完全脱钩于美联储存款的下降趋势...</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc59a9d864da809bdcb6f5ff799f4062\" tg-width=\"1074\" tg-height=\"638\"></p><p>(来源：彭博)</p></body></html>","htmlText":"<html><head></head><body><p>上周出现意外的资金外流后，美国货币市场基金本周迎来流入，尽管只有42.2亿美元，但总资产规模已经维持在创纪录的高位周数达7周...</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03eab397e2ed5b7ca764a46f43ec5b03\" tg-width=\"1074\" tg-height=\"622\"></p><p>零售的基金连续第13周实现流入（增加72亿美元），而机构基金则出现30亿美元的资金外流。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdc2b86cba3c73dffd4fad376038a81f\" tg-width=\"1074\" tg-height=\"638\"></p><p>货币市场基金资产（上升中）和银行存款（也在增长）继续出现背离现象...</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91392b64996146a98afa34be78bc8da9\" tg-width=\"1074\" tg-height=\"643\"></p><p>美联储的资产负债表继续缩水至次于 <a data-mention-id=\"SIVBQ\" class=\"teditor-mention\" data-mention-name=\"硅谷银行\" href=\"https://laohu8.com/S/SIVBQ\">$硅谷银行(SIVBQ)$</a> 事件前水平，上周下降224亿美元，降至2019年8月以来的最低点...</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ee911a32682ec199838192b946315f1\" tg-width=\"1074\" tg-height=\"614\"></p><p>量化缩减上周重新加速，美联储出售了214亿美元的证券。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/76d9a9e3ca8f09592c43abd80156800b\" tg-width=\"1074\" tg-height=\"619\"></p><p>美联储的银行期限资金计划使用量上周再次增加（增加6.22亿美元），维持在创纪录的高位1,030亿美元左右。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7ba2694da4f4410793563ddb25d48a8\" tg-width=\"1074\" tg-height=\"620\"></p><p>从美联储H.4.1报告中得知的细节...</p><ul><li><p>量化缩减 - 笔记、债券、TIPS（通胀保值债券）：减少140亿美元，降至4.347万亿美元</p></li><li><p>贴现窗口：260亿美元保持不变</p></li><li><p>银行期限资金计划：增加6亿美元，达到创纪录的192.9亿美元</p></li><li><p>其他信贷扩张（FDIC贷款）：增加72亿美元，达到159.6亿美元</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f64aff5bd723cf8c99aef37bfc2ce4c\" tg-width=\"544\" tg-height=\"651\"></p><p>最后，我们注意到美国股票市场总市值已经完全脱钩于美联储存款的下降趋势...</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc59a9d864da809bdcb6f5ff799f4062\" tg-width=\"1074\" tg-height=\"638\"></p><p>(来源：彭博)</p></body></html>","text":"上周出现意外的资金外流后，美国货币市场基金本周迎来流入，尽管只有42.2亿美元，但总资产规模已经维持在创纪录的高位周数达7周... 零售的基金连续第13周实现流入（增加72亿美元），而机构基金则出现30亿美元的资金外流。 货币市场基金资产（上升中）和银行存款（也在增长）继续出现背离现象... 美联储的资产负债表继续缩水至次于 $硅谷银行(SIVBQ)$ 事件前水平，上周下降224亿美元，降至2019年8月以来的最低点... 量化缩减上周重新加速，美联储出售了214亿美元的证券。 美联储的银行期限资金计划使用量上周再次增加（增加6.22亿美元），维持在创纪录的高位1,030亿美元左右。 从美联储H.4.1报告中得知的细节... 量化缩减 - 笔记、债券、TIPS（通胀保值债券）：减少140亿美元，降至4.347万亿美元 贴现窗口：260亿美元保持不变 银行期限资金计划：增加6亿美元，达到创纪录的192.9亿美元 其他信贷扩张（FDIC贷款）：增加72亿美元，达到159.6亿美元 最后，我们注意到美国股票市场总市值已经完全脱钩于美联储存款的下降趋势... 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