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薛定谔的猫叔
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The starting point of the famous one-stop service in Singapore's cryptocurrency circle: Frog porridge, when I heard about token2049, all the big guys in the circle were sitting here. Having a good chat with a beautiful woman, she has long legs, but she is a little bit bad at speaking. #比特币减半

The starting point of the famous one-stop service in Singapore's cryptocurrency circle:

Frog porridge, when I heard about token2049, all the big guys in the circle were sitting here.

Having a good chat with a beautiful woman, she has long legs, but she is a little bit bad at speaking.

#比特币减半

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宏观经济与消息面: 上周,美国公布的就业数据,再次推动美联储今年降息的乐观预期,风险市场感受到了乐观情绪而上涨。不过,我的观点依旧是认为美联储是通过操纵市场预期来调控美股。 近期的美股财报周,财报带来的效果并不如预期那么好,美股走势的疲软,交易者细心的下降,并且市场中伴随着美股高泡沫的言论,这一切都不利于美股的走势。而美联储在公布就业数据之前,修正前值数据,然后公布出一个令人惊讶的就业数据,美股在财报周之后再次得到提振。 不过我们也比较佩服风险市场的适应能力,之前讨论年中的降息,降息3次,市场因此乐观,之后美联储连续的鹰派发言导致市场预期大幅度低落,而这个时候美联储只需要向市场证明,我们今年会降息,风险市场就再次变得的乐观,市场对于降息的预期越来越低,也越来越容易满足于乐观,这并非是好事。 就业数据导致降息预期的肯定,提振了股市,也让我们可以看出,目前美股的重要性依旧是美联储需要在乎的,也就是未来降息美股市场提供的流动性是美联储比较重视的。所以在财报预期不太乐观的环境下,利用市场预期来挽救美股的颓废之势,不过这种强心针式的抢救可以维持多久?起码撑到下个财报周期应该问题不大。 但是,利用市场预期调整美股市场,这也会给下个周期美股财报带来更大压力,处于降息预期乐观中,交易者对于美股企业的估值与预期会更高,而财报公布出的实际情况,如果不符合市场预期,届时,美联储如何挽救?而且这个过程中,会有越来越多的高净值投资者感受到美股的风险性。 目前美股开盘,高开高走,本周将会是一个美联储官员讲话密集的周期,各个官员讲话是否可以助推降息乐观预期,继续推动美股,这要看美股目前的热度情况如何了。 #大盘走势
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