Chikwata chepasi rose macro strategy, chinotungamirwa naMorgan Stanley muongorori, Matthew Hornbach, vakanyora mumushumo mukupera kwesvondo kuti musika weUS Treasury wadonha zvakachipa zvekuti musika wemabheya wekare muUS Treasuries mugore rapfuura wakapinda goho rakakwana kubhadharira ngozi.Vagadziri vemari vanogona kutoona kukosha kweUS bond goho richionekwa, uye zvinokurudzirwa kumirira nguva yakakodzera yekutenga kuti uwane yakajeka term premium.
Ukuwo, saizi yeUS Treasuries yakapfuura iyo $31 trillion mark kekutanga kutanga kwemwedzi uno, ichiisa rekodhi yakakwira, asi timu yaMatthew Hornbach yakanyora mushumo pakutanga kwemwedzi uno kuti kana paine nekuda kwekukura kweUS Treasuries, vatengesi vakuru Kungava kukanganisa kukuru kunetseka pamusoro pezvibereko zvebhondi nekuda kwekuderedzwa kwekudiwa.
Matthew Hornbach anotenda kuti saizi yemabhondi ehurumende yeUS inodarika $31 tiririyoni ingori nyonganiso, uye shanduko yedanho rekudiwa kwemabhondi ehurumende yeUS nevashambadziri vakakura semabhanga makuru ekunze ingori imwe mhirizhonga.Akasimbisa kuti huwandu hwemari yebond yehurumende yeUS inonyanya kuenderana neFederal Reserve.Mitemo yezvemari yeCBRC, mitemo yezvemari neyemhiri kwemakungwa inoita basa rekutsigira.
Mukupindura ukuru hwemabhondi ehurumende yeUS anodarika madhora matririyoni makumi matatu nerimwe, Morgan Stanley akataura asingatenderi: Hukuru hwemabhondi ehurumende yeUS huchakurumidza kusvika $32 trillion, kozoita $33 trillion, uye $45 trillion mumakore gumi, asi kune macro investers, mubvunzo hausi. ndiani achatenga ma bond aya, asi nemutengo wei?
Morgan Stanley akataura kuti kubvira 2010, ruzivo rwekune dzimwe nyika kudiwa kwemabhondi ehurumende yeUS uye mamwe maitiro anoratidza kuti kunyange vatengesi vakuru havazokanganisa chikamu chegoho rose;saka, zvinokurudzirwa kuti macro mainvestivisheni anofanirwa kubhadhara zvakanyanya kune epakati mabhanga mutemo uye mhinduro, data rehupfumi, kwete huwandu hwese hwemabhondi ehurumende vanoda kutenga, kana izvo vanozotenga.
Cryptocurrency mari inopinda muUS bond market
Munguva pfupi yapfuura, mari zhinji dziri mudenderedzwa remari dziri kupinda mumusika wemabhondi ehurumende yeUS.MakerDAO yakazivisa mwedzi uno kuti kuitira kusiyanisa matura ayo uye kuderedza njodzi dzinounzwa nechinhu chimwe chete, yafunga kugovera mazana mashanu emamiriyoni emadhora kutenga US mabhondi ehurumende yenguva pfupi uye mari.Giredhi corporate bond, nerubatsiro kubva kune asset manejimendi hofori BlackRock.
Justin Sun, muvambi weTron, akawanikwa munguva pfupi yapfuura.Kubva Chivabvu 12, akaendesa 2.36 bhiriyoni USDC kuDenderedzwa.Cryptocurrency muongorori Alex Krüger anofungidzira kuti Justin Sun ari kubvisa kubva kuDeFi uye kushandura mari yake kuti aite mari mumabhondi ehurumende yeUS, nekuti US Treasury iye zvino ine goho rakakura uye njodzi yakaderera.
Market
BTCyakambokwira neinodarika 2.6% kusvika US$19,695 mukati memaawa mashanu kubva mangwanani-ngwanani nezuro, asi ndokudzokera kumashure ikaramba ichichinja-chinja kusvika US$19,000.Nezvenguva yekupedzisira, zvakanzi paUS $19,287, pasi ne0.7% mumaawa makumi maviri nemana apfuura.ETHyakashumwa pamadhora 1,340, pasi ne1.1% mumaawa makumi maviri nemana apfuura.
Mastock eUS akaenderera mberi nezvaakawana neChishanu.Iyo Dow Jones Industrial Avhareji yakasimuka 417.06 points, kana 1.34%, kuvhara pa 31,499.62 points;iyo S & P 500 yakasimuka 44.59 points, kana 1.19%, kuvhara pa 3,797.34 points;iyo Nasdaq Composite yakasimuka 92.89 points, kana 0.86%, kuvhara pa10,952.61 points;iyo Philadelphia Semiconductor Index yakasimuka 14.86 points, kana 0.64%, kuvhara pa 2,351.55 points.
Nguva yekutumira: Nov-14-2022