Has the wind direction changed? Federal Reserve officials are the first to mention a return to the "scarcity reserve" era, and the balance sheet reduction may become more aggressive.
Returning to "scarcity reserve" essentially involves systematically withdrawing US dollar liquidity. Under the premise that inflation is under control, this will still put long-term valuation pressure on all assets that rely on liquidity (including the stock market, cryptocurrencies, etc.). Market volatility may increase due to changes in liquidity structure. #加密市场回调
Bostic's remarks confirm, on one hand, the Federal Reserve's determination to return to a traditional long-term policy framework; on the other hand, they preemptively address sensitive topics regarding future leadership changes. For the market, this means that in the next two years, it must adapt to the structural tightening of the liquidity environment while closely monitoring the potential impact of US politics on central bank independence. #沃什美联储政策前瞻
Follow Dasen for daily updates and in-depth analysis. Brother Sen doesn't boast or make empty promises, only sharing practical experience that can help one survive in the industry.
Returning to "scarcity reserve" essentially involves systematically withdrawing US dollar liquidity. Under the premise that inflation is under control, this will still put long-term valuation pressure on all assets that rely on liquidity (including the stock market, cryptocurrencies, etc.). Market volatility may increase due to changes in liquidity structure. #加密市场回调
Bostic's remarks confirm, on one hand, the Federal Reserve's determination to return to a traditional long-term policy framework; on the other hand, they preemptively address sensitive topics regarding future leadership changes. For the market, this means that in the next two years, it must adapt to the structural tightening of the liquidity environment while closely monitoring the potential impact of US politics on central bank independence. #沃什美联储政策前瞻
Follow Dasen for daily updates and in-depth analysis. Brother Sen doesn't boast or make empty promises, only sharing practical experience that can help one survive in the industry.
