国债上限解除,抽水机即将启动
美国财政部债务上限解除,本周开始即将大规模发行国债,按摩根的估计,三个月后发行规模大约在7300E,半年后发行规模可能突破1.25万E,如果是真的按这个速度发债,池子里的水还能剩下多少?美元新一轮的流动性危机又会不会爆发?
现在做空美元,基本上就是和美国财政部比抽水机谁猛,反正我是不敢赌的,去年美元流动性危机的时候,可是把欧元打到平价之下了,加上现在总感觉大毛二毛憋了几个月,战争规模又有上升的迹象,唉。。是进亦忧,退亦忧啊。
还是多看少动,轻仓为佳。没有把握,不要下场
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