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wesley教授
Influential Creator
所有人都盯着今晚的美联储,等那句降息。可就在今天,加拿大央行干了件没上头条的事:三年多来第一次加息,25个基点,还撂下话——可能还得再加。
理由很直白:能源价格要在高位待更久,成本压力在往上堆。这跟英国、欧洲是同一套逻辑——欧洲天然气今天刚摸到100欧元,2022年能源危机以来头一回。
一边有人准备降息,一边已经有人回头加息。债券市场心里门儿清:通胀这事没那么容易翻篇。长端利率一天不真掉下来,那些靠「钱永远便宜」撑起来的高估值资产,头顶就一直悬着一把刀。$BTC 这种纯靠流动性叙事的品种,最怕的恰恰是「降息预期被打脸」。
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