Truoc them cuoc hop chinh sach sap toi cua Cuc Du tru Lien bang My (Fed), gioi chuyen gia kinh te hang dau da len tieng canh bao ve nguy co co the xay ra mot sai lam chinh sach nghiem trong neu co quan nay quyet dinh tang lai suat. Mark Zandi tu Moody's Analytics va Steve Englander tu Standard Chartered deu chung nhan dinh rang dong thai that chat luc nay la qua som khi cac tin hieu lam phat van con nhieu mau thuan.

Dieu nay dac biet quan trong vi thi truong Wall Street dang nghieng manh ve kich ban tang lai suat, tao ra su lech pha lon giua ky vong cua nha dau tu va goc nhin cua cac nha kinh te hoc. Neu Fed tiep tuc siet chat roi buoc phai quay xe giam lai suat trong vai thang toi, do tin cay vao dinh huong chinh sach se bi suy giam nghiem trong, dong thoi day kinh te vao rui ro suy thoai va that nghiep tang cao.

Tren thi truong tai chinh, su bat dong quan diem nay co the khien loi suat trai phieu kho bac My bien dong manh va dong USD tro nen kho doan dinh hon. Thi truong chung khoan co the chiu ap luc dieu chinh neu chi phi von tiep tuc bi day len cao hon du kien.

Rieng voi crypto, bat ky dong thai dieu hau bat ngo nao tu Fed cung se gay ap luc len dong von rui ro, khien $BTC va cac altcoin de roi vao nhip dieu chinh truoc khi thi truong xac lap duoc huong di ro rang tu chinh sach vi mo.

#Fed #InterestRates #MacroEconomics