cryptorover@cryptoroverX
·71.1K 阅读·twitter
🚨 THE FED JUST SENT ONE OF ITS MOST BEARISH WARNINGS TO MARKETS THIS YEAR.
Multiple officials warned that further rate hikes may be necessary if inflation refuses to fall.
Three FOMC members already voted to raise rates by 25 BPS at the July meeting.
The Fed says inflation risks remain tilted higher, while some officials believe financial conditions still aren’t restrictive enough.
At the same time, the Fed says stock valuations are at extremes only surpassed during the dot-com bubble.
Officials also warned an AI disappointment could trigger a major stock repricing and tighter financial conditions.
Hedge fund leverage is near all-time highs, while repo and prime brokerage borrowing have hit record levels.
The Fed is now facing sticky inflation, extreme valuations and record leverage at the same time.
This is an extremely dangerous setup for markets.
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美联储发出今年最强烈看空警告：通胀粘性、估值泡沫及创纪录杠杆并存。官员暗示可能加息，警告AI失望或引发重估。当前市场环境极度危险，风险资产面临巨大下行压力。
02立场与情绪分析
立场分析
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强烈看空美联储发出今年最强烈看空警告：通胀粘性、估值泡沫及创纪录杠杆并存。官员暗示可能加息，警告AI失望或引发重估。当前市场环境极度危险，风险资产面临巨大下行压力。
−0.85
看空 −1.0中立 0看多 +1.0
情绪强度+0.9
表达置信度+0.85
技术深度+0.7
主观程度+0.6
紧迫程度+0.9
观点独创性+0.4
03市场影响归因
None
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04类似观点 KOL
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Donald J. Trump
@realDonaldTrump
A very Happy Thanksgiving salutation to all of our Great American Citizens and Patriots who have been so nice in allowing our Country to be divided, disrupted, carved up, murdered, beaten, mugged, and laughed at, along with certain other foolish countries throughout the World, for being “Politically Correct,” and just plain STUPID, when it comes to Immigration. The official United States Foreign population stands at 53 million people (Census), most of which are on welfare, from failed nations, or from prisons, mental institutions, gangs, or drug cartels. They and their children are supported through massive payments from Patriotic American Citizens who, because of their beautiful hearts, do not want to openly complain or cause trouble in any way, shape, or form. They put up with what has happened to our Country, but it’s eating them alive to do so! A migrant earning $30,000 with a green card will get roughly $50,000 in yearly benefits for their family. The real migrant population is much higher. This refugee burden is the leading cause of social dysfunction in America, something that did not exist after World War II (Failed schools, high crime, urban decay, overcrowded hospitals, housing shortages, and large deficits, etc.). As an example, hundreds of thousands of refugees from Somalia are completely taking over the once great State of Minnesota. Somalian gangs are roving the streets looking for “prey” as our wonderful people stay locked in their apartments and houses hoping against hope that they will be left alone. The seriously retarded Governor of Minnesota, Tim Walz, does nothing, either through fear, incompetence, or both, while the worst “Congressman/woman” in our Country, Ilhan Omar, always wrapped in her swaddling hijab, and who probably came into the U.S.A. illegally in that you are not allowed to marry your brother, does nothing but hatefully complain about our Country, its Constitution, and how “badly” she is treated, when her place of origin is a decadent, backward, and crime ridden nation, which is essentially not even a country for lack of Government, Military, Police, schools, etc. Even as we have progressed technologically, Immigration Policy has eroded those gains and living conditions for many. I will permanently pause migration from all Third World Countries to allow the U.S. system to fully recover, terminate all of the millions of Biden illegal admissions, including those signed by Sleepy Joe Biden’s Autopen, and remove anyone who is not a net asset to the United States, or is incapable of loving our Country, end all Federal benefits and subsidies to noncitizens of our Country, denaturalize migrants who undermine domestic tranquility, and deport any Foreign National who is a public charge, security risk, or non-compatible with Western Civilization. These goals will be pursued with the aim of achieving a major reduction in illegal and disruptive populations, including those admitted through an unauthorized and illegal Autopen approval process. Only REVERSE MIGRATION can fully cure this situation. Other than that, HAPPY THANKSGIVING TO ALL, except those that hate, steal, murder, and destroy everything that America stands for — You won’t be here for long!
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Hillary Clinton
@HillaryClinton
This is textbook corruption. t.co/AS1pHNx91Z
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The Economist
@TheEconomist
The US Treasury market is in trouble. Both the executive and the legislature must summon the will to confront the underlying long-term problem and find ways to shrink borrowing
t.co/QkcctsSxOI
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The Wall Street Journal
@WSJ
Wall Street is warning that more markets turmoil could lie ahead, after Friday’s selloff left investors few places to hide t.co/sLk7ZHJux6
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Tucker Carlson
@TuckerCarlson
Too many white men were supporting their families by driving trucks, so of course our leaders had to end that by importing unqualified foreigners. A lot of people have died in the process. Gord Magill is a trucker who saw it happen.
0:00 The Last American Cowboys and the War on Truckers
6:14 The Attempt to Replace American Workers With Foreigners
13:46 The Life of a Long-Haul Trucker
21:25 The Dangers of Truck Driving
24:59 The Human Trafficking Routes
33:05 Magill’s Most Dangerous Experiences While Trucking
36:42 How Did Magill Learn All of This?
39:23 The Freight Crisis
40:21 Is Trump Working on Fixing the Trucking Industry?
48:41 The Exploitation of the Electronic Logging Device
50:54 The ALP Heist
59:30 The Fight in Washington to Fix the Trucking Industry
1:02:19 How Do Truckers Entertain Themselves?
1:02:42 What’s Going on in Canada?
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9GAG ❤️ Memeland
@9GAG
talk the talk but didn't walk the walk
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