Được nói ngày 28/05/2023, tại 16:54 trong video.
“Andreas estimates that U.S dollar liquidity will bottom early next year this is around the time that the FED would likely pivot in response to a recession and it suggests that the markets could see a slow grind down between now and then”Dẫn theo Andreas — không chấm
Andreas explained that the resolution of the debt ceiling will further drain liquidity from the markets this is because the treasury Department needs to refill its bank account at the fed this will suck over 500 billion dollars out of the markets at the same time the FED will continue to reduce the size of its balance sheet further draining liquidity and as a cherry on top apparently the FDIC also needs to drain some liquidity from the markets because of all the banks it's bailed out Andreas estimates that U.S dollar liquidity will bottom early next year this is around the time that the FED would likely pivot in response to a recession and it suggests that the markets could see a slow grind down between now and then as an added bonus the issuance of debt by the treasury to fill up its bank account could cause short-term interest rates to spike this would likely cause more deposit flight from Banks of all sizes into U.S bonds and money market funds and potentially cause more Banks to go under as well Andreas believes that the treasury will be careful with its Bond issuance as a result but I reckon that's giving Janet Yellen a little too much credit but back to andreas's claim that the treasury
Lời của người nói được giữ nguyên văn và không bao giờ được dịch. Đường dẫn mở đúng giây đó trong video.
Graham StephanThị trường sụp đổsẽ không xảy ra
“Worst-case scenario is that investors get pushed to a point where it all unravels at once. But, given how Washington is closely monitoring the situation, I tend to believe that's probably not going to happen, and most likely this is going to blow over in a few weeks.”
03/08/2026 · sau 90 ngày
Andrei Jikhmột nhận định không rõ hướng
“So basically what we know is that every single time the yen got stronger really fast, it meant that markets somewhere in the world were starting to break.”
28/07/2026
Graham Stephan, dẫn lời Ed Yardeni: một nhận định không rõ hướng
“the veteran strategist Ed Yardeni, who's usually one of the most bullish people on the planet, recently raised his probability of a market meltdown to 35% citing the collision of the Iran oil shock with existing trade pressures.”
27/07/2026
Coin Bureaumột nhận định đang được xem xét lại
“the next major crypto collapse is unlikely to come from a regulator crackdown. It is going to come from a regulator that looked away while a politically connected firm built something it could not actually support.”
04/06/2026
Graham StephanThị trường sụp đổsẽ không xảy ra
“To me, the most realistic outcome here is not a sudden market crash that no one sees coming, but instead a slow constriction of the”
18/05/2026 · sau 90 ngày
Coin BureauThị trường sụp đổ— không chấm: quy tắc chỉ đọc thị trường chứng khoán Mỹ nói chung
“Or are we watching the slow-motion opening of a 2022 style cascade where the largest concentrated holder of an asset eventually becomes the trigger for the next major leg lower?”
09/05/2026 · sau 1 năm
