国债
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Two industries are about to reach a turning point
#A股 #制造业指数 #巴黎奥运会 #国债 #时事点评
<c-21/>$BNB $BTC $ETH
Today, the transaction volume of A-shares is less than 500 billion. A few days ago, Nvidia's daily transaction volume was 80 billion US dollars when it was at a high point. By comparing them, we can find that the biggest gap between the Chinese and American stock markets lies in liquidity, and the biggest problem of A-shares now is also the depletion of liquidity.
With foreign capital fleeing, institutions selling, public funds redeeming, private funds liquidating, and investors selling at a loss, it is difficult to calculate how much money has been lost from A-shares in the past two years. In any case, it is difficult to change the trend of the broader market by relying solely on the national team's intermittent share purchases.
<c-21/>$BNB $BTC $ETH
Today, the transaction volume of A-shares is less than 500 billion. A few days ago, Nvidia's daily transaction volume was 80 billion US dollars when it was at a high point. By comparing them, we can find that the biggest gap between the Chinese and American stock markets lies in liquidity, and the biggest problem of A-shares now is also the depletion of liquidity.
With foreign capital fleeing, institutions selling, public funds redeeming, private funds liquidating, and investors selling at a loss, it is difficult to calculate how much money has been lost from A-shares in the past two years. In any case, it is difficult to change the trend of the broader market by relying solely on the national team's intermittent share purchases.
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The official announcement of ultra-long-term government bonds has been made, with a maximum term of 50 years.
You should know that in the past 50 years, the world's best performing legal currency is the US dollar, which has also depreciated by 95% in terms of purchasing power, and most other currencies have depreciated by more than 99%.
The biggest difference between our Greater China version of QE and the US version of QE is that there is no parliamentary quarrel and no government shutdown.
It all depends on the self-consciousness of the top leaders.
This Pandora's box has officially opened~
Great good news $BTC
#国债 #btc走勢
You should know that in the past 50 years, the world's best performing legal currency is the US dollar, which has also depreciated by 95% in terms of purchasing power, and most other currencies have depreciated by more than 99%.
The biggest difference between our Greater China version of QE and the US version of QE is that there is no parliamentary quarrel and no government shutdown.
It all depends on the self-consciousness of the top leaders.
This Pandora's box has officially opened~
Great good news $BTC
#国债 #btc走勢
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Shocked! They are actually going to issue 50-year bonds! Half a century! What does this mean?
The domestic financial industry broke out explosive news. A 50-year bond is about to be issued. The principal will not be repaid for 50 years, and the interest will be paid every six months. The interest rate is not high. After such an operation, a large amount of funds will flow into the market in the future, and the economy will no longer be deflationary, but inflationary!
In order to pull the economy out of deflation, the country began to follow Japan's old path and began to buy treasury bonds at the end of April. This time the movement was too big! It is equivalent to printing RMB to directly purchase treasury bonds, and then the treasury bonds will be transferred. In this way, there is no need to sell land!
Because of inflation, money depreciates, the stock market will also be pulled up, the real estate will also be pulled up, and everyone will become richer, but the price is a little high!
Now everyone is looking forward to the scale of bond issuance to become bigger and stronger, and quickly boost the economy, so that everyone's pockets can be bulged! By the way, pull up housing prices and the stock market to 5,000 points.
Some people have already said that in this round of asset appreciation cycle, you must keep your eyes open. Those who invested in real estate in the past 20 years made a lot of money. This time, a big bull market has begun to lay the foundation!
But some people are pessimistic and say that if printing money can eliminate poverty, then Zimbabwe will be the richest country in the world!
So, which side are you on?
Anyway, I stand on the cryptocurrency circle.
#国债 #大盘走势 #热门话题
The domestic financial industry broke out explosive news. A 50-year bond is about to be issued. The principal will not be repaid for 50 years, and the interest will be paid every six months. The interest rate is not high. After such an operation, a large amount of funds will flow into the market in the future, and the economy will no longer be deflationary, but inflationary!
In order to pull the economy out of deflation, the country began to follow Japan's old path and began to buy treasury bonds at the end of April. This time the movement was too big! It is equivalent to printing RMB to directly purchase treasury bonds, and then the treasury bonds will be transferred. In this way, there is no need to sell land!
Because of inflation, money depreciates, the stock market will also be pulled up, the real estate will also be pulled up, and everyone will become richer, but the price is a little high!
Now everyone is looking forward to the scale of bond issuance to become bigger and stronger, and quickly boost the economy, so that everyone's pockets can be bulged! By the way, pull up housing prices and the stock market to 5,000 points.
Some people have already said that in this round of asset appreciation cycle, you must keep your eyes open. Those who invested in real estate in the past 20 years made a lot of money. This time, a big bull market has begun to lay the foundation!
But some people are pessimistic and say that if printing money can eliminate poverty, then Zimbabwe will be the richest country in the world!
So, which side are you on?
Anyway, I stand on the cryptocurrency circle.
#国债 #大盘走势 #热门话题
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The leader was picking up food, and someone deliberately turned the table
Today, the two markets traded 477.45 billion yuan, an increase of 200 million yuan compared to yesterday, with a median of -0.77%. The northbound foreign capital channel had a net sale of 7.166 billion yuan in a single day. As a result, the cumulative net outflow in 2024 has reached more than 10 billion yuan. This is a situation that has not been encountered in the 9 years since the opening of the Shanghai-Hong Kong Stock Connect. Foreign capital has changed from the main net long position in previous years to a net short position, which is a loss of 200-300 billion yuan in a year.
There are more than 1.7 trillion yuan of foreign capital in the northbound channel. The authorities should find ways to stabilize their confidence. If these 1.7 trillion yuan also seek to exit one after another, the selling pressure on A-shares will be very heavy. This is the metaphysics of A-shares. Foreigners bought 2 trillion yuan and did not move forward. Foreigners sold 200 billion yuan and there was chaos. You can think about the reason yourself.
There are more than 1.7 trillion yuan of foreign capital in the northbound channel. The authorities should find ways to stabilize their confidence. If these 1.7 trillion yuan also seek to exit one after another, the selling pressure on A-shares will be very heavy. This is the metaphysics of A-shares. Foreigners bought 2 trillion yuan and did not move forward. Foreigners sold 200 billion yuan and there was chaos. You can think about the reason yourself.
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SOFR hits a new high again, reflecting the structural liquidity tension. Will the Federal Reserve choose to stabilize inflation or save the bond market?
On July 1, the Secured Overnight Financing Rate (SOFR) jumped to 5.4%, a record high.
It is an overnight reverse repo transaction between U.S. financial institutions (mainly banks), where the borrower sells its U.S. Treasury bonds to the lender and promises to repurchase these securities at a slightly higher price the next day (overnight). This slightly higher portion is equivalent to the interest on the Treasury bond as collateral, which is quite close to the risk-free interest rate in the market. Since its launch in 2018, SOFR has gradually replaced the traditional LIBOR (London Interbank Offered Rate) and become the most critical reference rate in the financial market.
It is an overnight reverse repo transaction between U.S. financial institutions (mainly banks), where the borrower sells its U.S. Treasury bonds to the lender and promises to repurchase these securities at a slightly higher price the next day (overnight). This slightly higher portion is equivalent to the interest on the Treasury bond as collateral, which is quite close to the risk-free interest rate in the market. Since its launch in 2018, SOFR has gradually replaced the traditional LIBOR (London Interbank Offered Rate) and become the most critical reference rate in the financial market.
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Cryptocurrency evening summary
1. Israel launched air strikes on several areas in southern Lebanon, and the strike further escalated tensions, with many residents fleeing the affected areas
2. The US public debt has reached a record high of 35.7 trillion. Since September 27, the public debt has increased by 345 billion, or more than 100 billion per day.
From 2020 to now, the federal debt has soared by 12.5 trillion, while the US GDP has only increased by 7.1 trillion. In other words, the growth rate of the federal debt is almost twice that of the world's largest economy. Isn't it terrible?
And #国债 accounts for 123% of GDP. It may only be a matter of time before it exceeds 126% in 2020 (the highest record).
2. The US public debt has reached a record high of 35.7 trillion. Since September 27, the public debt has increased by 345 billion, or more than 100 billion per day.
From 2020 to now, the federal debt has soared by 12.5 trillion, while the US GDP has only increased by 7.1 trillion. In other words, the growth rate of the federal debt is almost twice that of the world's largest economy. Isn't it terrible?
And #国债 accounts for 123% of GDP. It may only be a matter of time before it exceeds 126% in 2020 (the highest record).