美国缩债进行时When U.S. debt reduction is in progress
来源:股典钟AI连板涨停王 | 作者:股典钟涨停王 | 发布时间: 2021-11-06 | 1155 次浏览 | 分享到:
全球资本深夜再曝重磅消息啊,美联储它终于动手了啊,就是在今天凌晨两点,美联储公布了最新的利率决议,宣布每月减少一百五十亿美元的资产购买规模。
这里面就包括一百亿美元的国债和五十亿美元的抵押支持证券。概括下来就是老美啊要开始作战了。同时美联储还正式开启了taper 美。

全球资本深夜再曝重磅消息啊,美联储它终于动手了啊,就是在今天凌晨两点,美联储公布了最新的利率决议,宣布每月减少一百五十亿美元的资产购买规模。
这里面就包括一百亿美元的国债和五十亿美元的抵押支持证券。概括下来就是老美啊要开始作战了。同时美联储还正式开启了taper 美。
今年的加息肯定他也是跑不了了。那兄弟肯定完了,这突然说这什么意思啊?什么是paper,为啥又叫加息?这老美这些骚操作跟我们这些普通人有什么关系呢?
别着急啊,今天一次看个透前面咱们提到过啊,现如今呢老美他已经在全球欠下了近三十万亿美金的巨额债务了。哎,他非但不想着赶紧还钱吧,还把美债的上限又整整提高了四千。
八百亿美金打算向全世界借更多的钱,欠更多的债。而且从去年三月份开始啊,老美为了刺激经济,不仅变着发的印钞票,还进行了史无前例的这个大放水呀。这放水虽然刺激。
起了经济,但是也有副作用啊,美元贬值了呀,通货膨胀非常严重啊。相信大家这段时间没少在新闻上看到啊,老美不是缺油,就是少见啊。大把大把的老百姓失业躺在家里头,每天靠着政府发的救济金过日子。
超市里的东西被洗劫一空,勉强剩下的货物也被卖到了天价啊,这整个老美啊这个生活就用一个字来形容惨呐。而且从数据上来看,美国九月份个人消费支出的物价指数同比增长了百分之四。
四点四是一九九一年以来的最快增长速度。啥概念呢?也就是说,老美的通货膨胀已经快要爆表了,堪称三十年来的。
最强通胀啊,可能有兄弟要问了,通胀都这么严重了啊,他们就不管管吗?哎,不会对我们有什么影响吧。哼这里啊就不得不提老美为啥要进行缩债了?
缩债就是减少买国债的额度啊,原先不要命的疯狂买啊,现在是收敛一点,也就相当于是变相的把资金流动性缩小。而paper 呢就是逐步缩小流动性的意思。
咱们说paper 之前呢先解释一个跟它对应的词儿叫q e 啊,也就是量化宽松,通过扩大货币的发行量来减轻银行的资金压力。常见的一般是通过购买债券啊、资产抵押证券啊等等等等这些。
吧,然后给金融市场增加流动性啊,通俗来讲就是放水嘛。而taper 呢刚好跟它相反啊,是逐步缩减资产购买规模,慢慢退出q e 收回。
流动性啊可以简单粗暴的理解为,原本美联储是打开水龙头大放水啊,现在他又慢慢的把这水龙头给它关紧一点,放出来的水也就少了一点吧。
打个比方啊,可能啊他原先每个月要投一百亿规模的债务啊,那么这个月呢就按八十以来投放,再等到下个月可能按六十亿这个规模来投放了。也就是说它放水呢其实还是放的。
不过速度也慢了一点儿了。哎,那兄弟可能还要问了,那这个加息又是啥意思啊?哎,加息嘛就是像美联储这种银行提高利率嘛,这样一来银行的利率变高了,大家就会把钱重新存回银行里头了,而不是。
市面上流通投资呢也可以简单的理解为,直接拿一个抽水机啊,从市场里往外抽水。因为背后是国家支持,所以一旦加息,这效果是非常明显的啊。
相对于paper 来讲呢,也就更加凶残一些。毕竟你想啊之前老美那池子里放了太多的水了。加息的抽水机一旦打开啊,池子里的鱼虾它怎么可能。
不受影响嘛啊对吧?那最后兄弟肯定要问了,这老美又是缩债,又是加息的,跟我们有啥关系啊?哎看不透了吧。前面咱们还说过了美元它是什么?
世界货币啊具有一定的霸主地位。他要是想收割一些国家呀,他也不是太难的事儿。就比如吧老美会先打开印钞机疯狂的以前,然后把这些热情的大量的投向其他国家啊。
投资这其他国家一下流入这么多钱,这国家当时就懵了,这本国经济就像来了一只肾上腺素似的一片繁荣啊。什么楼市、股市、物价一路飞涨啊,而老美。
这笔钱啊是经济第一位的时候进来的。唉,等出到高位的时候,不好意思啊,我赚够了。各位我先撤了啊,美元资本这一撤走带走了巨额的利润,而其他国家没了这笔热钱的支撑。
经济就迅速衰退,简单理解就是被割了韭菜嘛。老美更可恨的地方在于,他不光割你韭菜啊,他连你韭菜根儿都跟你跑了。你现在不是经济衰退了吗?
那东西肯定便宜了吧,这个时候我在利用汇率差回来抄你商品的底下狠狠再动手。这个便是老美屡试不爽的转移危机的骚套路。
并且用这一招坑了不少国家了,而此番缩债就是一个最好的警告。他告诉你,老美可能又要故技重施了。当然了,一切来的肯定不会那么快。
毕竟老美他自己的蓝团子还没收拾好呢。所以咱们还有足够的时间来应对,提前做好。

Global capital again revealed heavy news late at night. The Fed finally took action. It was at 2 o'clock this morning that the Fed announced the latest interest rate decision, announcing that it would reduce the size of asset purchases by $15 billion each month.
This includes US$10 billion in national debt and US$5 billion in mortgage-backed securities. In summary, Lao Mei is about to start fighting. At the same time, the Fed also officially opened taper beauty.
This year's interest rate hike is definitely not enough for him. That brother must be over, what does this mean suddenly? What is a paper, and why is it called a rate hike? What does this old beauty have to do with ordinary people like us?
Don't worry, today we will see through what we mentioned earlier. Now, Lao Mei has already owed a huge debt of nearly 30 trillion U.S. dollars in the world. Hey, instead of repaying the money quickly, he also raised the upper limit of U.S. debt by four thousand.
Eighty billion U.S. dollars intends to borrow more money from the world and owe more debts. And since March last year, in order to stimulate the economy, the United States not only changed the printing of money, but also carried out an unprecedented large-scale release. Although it is irritating to release water.
The economy has risen, but there are also side effects. The dollar has depreciated and inflation is very serious. I believe you have seen it in the news during this period of time. Lao Mei is either short of oil or rare. A large number of ordinary people are unemployed lying at home, relying on government relief funds to live their lives every day.
The goods in the supermarket were looted, and the remaining goods were sold at sky-high prices. The whole life of the old beauty can be described as miserable in one word. And from the data point of view, the price index of personal consumption expenditure in the United States in September increased by 4% year-on-year.
4.4 is the fastest growth rate since 1991. What concept? In other words, the inflation of Lao America is about to explode, which can be said to be thirty years old.
The strongest inflation, there may be brothers who want to ask, the inflation is so serious, do they care about it? Hey, it will not affect us. Humph here, I have to mention why Lao Mei wants to reduce debt?
Debt reduction is to reduce the amount of national debt to be bought. It used to be frantic to buy it, but now it is a bit of convergence, which is equivalent to reducing the liquidity of funds in a disguised form. And paper means to gradually reduce liquidity.
Before we talk about paper, let’s first explain a word corresponding to it called q e, that is, quantitative easing, which reduces the pressure on banks by expanding currency circulation. The common ones are generally through the purchase of bonds, asset-backed securities, and so on.
Well, then to increase the liquidity of the financial market, in popular terms, is to release water. And taper is just the opposite, it is to gradually reduce the scale of asset purchases, and slowly withdraw from q e to recover.
Liquidity can be simply and rudely understood as the Fed used to open the faucet to release water, but now he slowly closes the faucet tightly, and the water released will be less.
For example, maybe he had to invest 10 billion in debt every month, so this month it will be allocated at the rate of 80, and then it may be invested at the scale of 6 billion in the next month. In other words, it is actually released.
But the speed is also a bit slower. Hey, the brother may have to ask, what does this rate hike mean? Hey, raising interest rates means raising interest rates by banks like the Federal Reserve. If the bank's interest rates become higher, people will put their money back in the bank instead.
Circulating investment in the market can also be simply understood as taking a pump directly and pumping water out of the market. Because behind it is state support, once the interest rate is raised, the effect is very obvious.
Compared with paper, it is more brutal. After all, you think there was too much water in Lao Mei's pool before. Once the pump for raising interest rates is turned on, how could it be possible for the fish and shrimps in the pool?
It's not affected, right? In the end, my brother must ask, this old beauty is shrinking debts and raising interest rates. What does it have to do with us? Hey, don't see it through. Earlier we also said what is the dollar?
The world currency has a certain hegemony. If he wants to harvest some countries, it is not too difficult for him. For example, Lao Mei will first turn on the money printing machine before going crazy, and then invest a lot of these enthusiasm in other countries.
Investing in this other country inflows so much money at once, this country was dumbfounded at the time, and this country's economy was booming like an adrenaline. What is the property market, stock market, and prices soaring all the way, but the old United States.
This money came in when the economy came first. Alas, when I reach the top position, I'm sorry, I have made enough. Everyone, let me withdraw first. The withdrawal of US dollar capital has taken away huge profits, and other countries have no support for this hot money.
The economy declined rapidly. The simple understanding is that the leeks have been cut. The more hateful thing about Lao Mei is that not only does he cut your leeks, he even runs away with you from the roots of your leeks. Are you not in recession now?
That thing must be cheaper. At this time, I am taking advantage of the exchange rate difference to copy your products and then try again. This is Lao Mei's tried-and-tested way of diverting the crisis.
And using this trick to cheat many countries, and this debt reduction is the best warning. He tells you that Lao Mei may have to repeat the trick again. Of course, everything will definitely not come so quickly.
After all, Lao Mei hasn't packed his own blue dumplings yet. So we still have enough time to deal with it and do it in advance.