石村石昊
04-03
Replying to
@七色祥云6
:没事,继续印钱补贴房地产//
@七色祥云6
:
相比较于人家,咱们的地产日子更难受
@港乜嘢吖:
大饼为啥跳水?
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style=\"color:#95A5A6;\" class=\"color-mark\">转自知乎用户:中一</span></em></p><p>美国各种经济数据又说明美国经济强劲,市场解读美联储降息会延后,维持紧缩货币政策。</p><p>消息出来美债大跌,美债收益率跳涨<strong><span style=\"color:#169179;\" class=\"color-mark\">。虚拟币就是钱推上去的,市场上钱少了,价格就会跌,美联储放水就会涨</span></strong>。 美联储想要软着陆,在紧缩货币控制通胀和维持经济增长之间走钢丝,只要不出黑天鹅或灰犀牛,就能一 直玩下去。</p><p>但黑天鹅或灰犀牛总在某个角落,会不会曝出来,谁也不知道。 </p><p>这次看起来仅仅是对经济数据优于预期的短暂反应,不是什么突发事件,所以也不是行情转折。不过美国经济这样强劲,uber eat经常买一送一,贴钱给消费者,为啥?因为一块钱的销售业绩,能创造好几块钱市值,全世界股民韭菜为北美消费者买单,还有不少免费送定制菜的公司。这是一个显然的旁氏骗局,不知道谁是最后买单的。不过庄家肯定是提前知道消息的,一定是跑最快的。</p><p>此外,美债也以每95天增加一万亿的速度狂飙,拜登的预算赤字竟然还加码,这就完全铁了心要靠印钱买 了,跟日本一样。 商业地产很多城市尤其是写字楼,空置率近一半,疫情导致的办公模式转换再也不可逆了,居家办公成了 常态。加拿大已经在改造写字楼,变成公寓出租或出售,能消化多少库存,有待观察。 美国这个黑天鹅和灰犀牛到底会怎么登场?美债?美股?商业地产及其金融品?</p><p> <a data-mention-id=\"COIN\" class=\"teditor-mention\" data-mention-name=\"Coinbase Global, Inc.\" href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <a data-mention-id=\"MARA\" class=\"teditor-mention\" data-mention-name=\"Marathon Digital Holdings Inc\" 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美国这个黑天鹅和灰犀牛到底会怎么登场?美债?美股?商业地产及其金融品?</p><p> <a data-mention-id=\"COIN\" class=\"teditor-mention\" data-mention-name=\"Coinbase Global, Inc.\" href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <a data-mention-id=\"MARA\" class=\"teditor-mention\" data-mention-name=\"Marathon Digital Holdings Inc\" href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> <a data-mention-id=\"MSTR\" class=\"teditor-mention\" data-mention-name=\"MicroStrategy Incorporated\" href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a> </p></body></html>","text":"转自知乎用户:中一 美国各种经济数据又说明美国经济强劲,市场解读美联储降息会延后,维持紧缩货币政策。 消息出来美债大跌,美债收益率跳涨。虚拟币就是钱推上去的,市场上钱少了,价格就会跌,美联储放水就会涨。 美联储想要软着陆,在紧缩货币控制通胀和维持经济增长之间走钢丝,只要不出黑天鹅或灰犀牛,就能一 直玩下去。 但黑天鹅或灰犀牛总在某个角落,会不会曝出来,谁也不知道。 这次看起来仅仅是对经济数据优于预期的短暂反应,不是什么突发事件,所以也不是行情转折。不过美国经济这样强劲,uber eat经常买一送一,贴钱给消费者,为啥?因为一块钱的销售业绩,能创造好几块钱市值,全世界股民韭菜为北美消费者买单,还有不少免费送定制菜的公司。这是一个显然的旁氏骗局,不知道谁是最后买单的。不过庄家肯定是提前知道消息的,一定是跑最快的。 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