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美国加息三步曲

 发信人: awaydream (昆仑天下), 信区: Stock
标  题: 美国加息三步曲
发信站: BBS 未名空间站 (Tue May  4 12:23:19 2021, 美东)


第一步: Fed减少国债和企业债购买量, 也就是Tapper QE,年底逐步减少到零
原来每月买120 Billion,逐步要到零

这玩意一减少,扭曲的国债利息就要反转了。
1.5%的10年期国债,先涨到2.5% 再说。
不过,我估计,年底前,应该不会过3%,不能放手太狠,
我前面分析过。


第二步,加息

这事,估计会在2022年初进行,如果通胀严重,估计会0.5起步,而不是0.25
直接挂二档起步。


第三步,加息+缩表,

Fed的负债表已经到了8万亿美元, 比2019年的4万亿翻了一倍,比2007年的1万亿
美元涨了8倍。 这个8万亿,至少应该缩回4万亿吧。


Fed卖出持有的各种债券,就要砸盘子了。
这事比较遥远,感觉至少是1年之后的事情。


这个进程一旦开始, 嘿嘿,后果很严重。

1. 比特币,以太坊,这币那币等飞到天上的猪,估计要落地。


2. 一些人爆炒房地产的好日子要到头


3. 高市盈率的泡沫股,也要靠地面近一点了

4. 能盈利的价值股,或许会有春天


等等不多讲了,不负责正确,只负责胡扯,各位好运!

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