Được nói ngày 21/05/2026, tại 9:24 trong video.
“the market's beginning to price in the likelihood that Kevin Warsh is going to raise interest rates as his first policy move, mainly because inflation's growing out of control.”Cận trên của biên độ lãi suất mục tiêu quỹ liên bang (Fed funds): Hội đồng Thống đốc Cục Dự trữ Liên bang Mỹ, qua FRED, số liệu công bố lần đầu. Vùng tô là khung thời gian được kiểm chứng; vùng xám là các giai đoạn suy thoái.
Dự báo của người khác — không chấm
market. And right now, that bond market is in shambles. Why? Well, these long-term rates are completely dictated by market supply and demand. And if investors think there's going to be more inflation and more volatility in the future, they demand higher compensation upfront for the additional risk. This means even if the Federal Reserve decides to cut rates tomorrow, your borrowing costs only fall if long-term investors believe that inflation is going down. And right now, they do not. In fact, as of right now, the market's beginning to price in the likelihood that Kevin Warsh is going to raise interest rates as his first policy move, mainly because inflation's growing out of control. The stock market is feeling more wealth creation than we have ever seen before in history, And the only way to maybe get ahead of it might just be to crash the stock market, remove all the free money from the economy, and then start over from a clean slate. Or basically, investors are out there looking at the current market landscape, and they're thinking to themselves, "We've got higher oil prices. Inflation isn't fully priced in. And now the Fed wants to change the way they measure inflation, which is going
Lời của người nói được giữ nguyên văn và không bao giờ được dịch. Đường dẫn mở đúng giây đó trong video.
Graham Stephan, dẫn lời nguồn khác: Lãi suất chính sách Fed sẽ tăng
“the market is now pricing in more than a 60% chance that on September 16th, the Federal Reserve raises interest rates by 25 basis points in addition to buying”
03/09/2026
Graham Stephan, dẫn lời nguồn khác: Lãi suất chính sách Fed sẽ tăng
“they're now expecting interest rates to increase a little bit in 2026 before falling back down again in 2027 and once again in 2028.”
17/06/2026
Andrei JikhLãi suất chính sách Fed— không nêu hướng
“I think we already know what he's going to do, which is nothing.”
15/06/2026 · sau 1 năm
Graham StephanLãi suất chính sách Fedsẽ giảm
“Instead, it's quietly going to happen through pressure on the Federal Reserve and lower interest rates to the point where inflation exceeds it, eroding the purchasing power on everyone's money.”
01/06/2026 · sau 90 ngày
Andrei Jikh, dẫn lời nguồn khác: Lãi suất chính sách Fed sẽ tăng
“The stock market thinks that there's going to be a rate increase by January 2027. the odds of a rate increase are above 70% and going up.”
26/05/2026
Andrei Jikh, dẫn lời nguồn khác: Lãi suất chính sách Fed sẽ tăng
“Because right now, the market is predicting a rate increase by January 2027. In fact, we are over 70% odds that interest rates will go up, which is the opposite of what everyone thought would happen.”
26/05/2026
