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在星期六,Laduc登上X分享她的见解。她认为,财务状况并没有放松,而是正在重置以刺激大街的真正增长。
Well-known financial analyst Samantha LaDuc has issued a bleak warning about current financial conditions and their impact on both Wall Street and Main Street.
著名的财务分析师萨曼莎·卢克(Samantha Laduc)对当前的财务状况及其对华尔街和大街的影响发出了惨淡的警告。
Taking to X, formerly Twitter, on Saturday, LaDuc shared her insights, beginning with a stark statement: “Financial conditions are not easing, they are being reset to push down dollar, yields and oil so as to unwind equity leverage from Wall St and stimulate real growth from Main St.”
Laduc在周六的X(以前是Twitter)上分享了她的见解,首先是一个鲜明的声明:“财务状况并没有放松,他们正在重设,以降低美元,收益率和石油,以便将股权从Wall ST支付,并从Main St.刺激实际的增长。”
This assertion contrasts sharply with the prevailing view among economists, who have recently pointed to a slight improvement in financial conditions, attributing it to the recent decline in Treasury yields from their March peaks.
这种断言与经济学家的普遍观点形成鲜明对比,他们最近指出,财务状况略有改善,这归因于近期三月峰值的财政收益率下降。
Highlighting the role of global central bank policy interference and massive liquidity infusions, primarily led by the US, LaDuc further explained how examples of Bitcoin (BTC) troughs were triggered by a falling US dollar. This, she claims, was a strategy to suppress the dollar, yields, and volatility.
Laduc强调了全球中央银行政策干预和大规模流动性输液的作用,Laduc进一步解释了比特币(BTC)槽的例子是如何由美元下降的。她声称,这是一种压制美元,收益率和波动性的策略。
“Examples of BTC troughs triggered by falling USD. All the same: i) global central bank POLICY intervened massively to infuse mkts w/ liq (US-led but not limited to); ii) lower dollar, lower yields, less vol, lower oil prices (RBOB futures); iii) triggered by a threat to financial stability (e.g., SVb). Point being: financial conditions easing =/= true goal,” she explained.
“ BTC槽的示例是由美元下降引起的。同样:i)全球央行政策大规模干预,以注入w/ liq的MKT(美国领导但不限于); ii)较低的美元,较低的收益率,较少的体积,较低的油价(RBOB期货); iii)受到对金融稳定性的威胁(例如SVB)触发的。要点是:财务状况缓解=/=真正的目标。”她解释说。
Moreover, LaDuc highlighted the shift to fiscal dominance and trade wars, where rising yields inflate assets and falling yields deflate them. This, she claims, stands in direct contrast to the previous macro landscape of rate repression to keep speculation bid.
此外,Laduc强调了向财政统治和贸易战争的转变,在这种战争中,上升的收益量会使资产膨胀和下降产量使它们放气。她声称,这与先前的宏观抑制宏观局势形成鲜明对比,以保持投标。
“The new macro landscape is the reverse of the old one. Now, we have fiscal dominance and trade wars, where +ve yields inflate assets and -ve yields deflate assets (e.g., IVE over the past 3 mths),” LaDuc added.
“新的宏观景观是旧宏观的反面。现在,我们拥有财政统治和贸易战,其中 +VE产生膨胀的资产和-VE产生放气资产(例如,在过去的3个月中,我的IVE)。
This unique perspective from LaDuc offers a cautionary tale as investors navigate the volatile and fast-changing world of cryptocurrency and traditional markets.
当投资者在加密货币和传统市场的动荡和快速变化的世界中导航,Laduc的这种独特观点提供了一个警示的故事。
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