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jootan
2022-03-09

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A renowned Wall Street strategist advises the Federal Reserve: Create a crash and ruin everything.

市场需要“沃尔克式”的冲击来压低通胀。

A renowned Wall Street strategist advises the Federal Reserve: Create a crash and ruin everything.

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One of the most respected Wall Street strategists,<a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>Zoltan Pozsar, a group strategist, repo market guru, and former Federal Reserve official, said that if the Fed wants to slow inflation without causing a recession, it needs to provide a “Volcker-style” shock to lower asset prices.</p><p>In a report to clients, Pozsar wrote,<b>Policymakers should create volatility to trigger price corrections in assets including stocks, housing, and Bitcoin, while discouraging early retirement and pushing people into the labor market.</b>His statement is reminiscent of Paul Volcker's approach in the 1980s to defeating inflation through sharp rate hike.</p><p>Pozsar said the difference this time is that...<b>Policymakers need to \"bring in more labor supply, not less demand,\" and also slow service sector inflation, which is mainly due to high housing prices and labor shortages.</b>The influential analyst stated that the key to reversing these drivers is to tighten financial conditions by increasing long-term borrowing costs that support asset valuations. Pozsar wrote:</p><p>“Perhaps the Fed should rate hike 50 basis points in March, stop holding press conferences, and sell $50 billion in 10-year Treasury bonds the next day.” Pozsar’s statement sounds a bit frightening. According to the financial blog Zero Hedge, in today's highly financialized world, the value of financial assets is more than six times that of U.S. GDP, causing a market crash, even if it doesn't lead to a complete depression, could immediately lead to a severe recession. But without a sharp economic slowdown, a sharp tightening of financial conditions, and multiple rate hike, the out-of-control inflation crisis that is crushing Biden’s approval ratings will only get worse until the Federal Reserve eventually loses all control over inflation expectations, triggering hyperinflation, currency devaluation, and collapse.</p><p><img src=\"https://static.tigerbbs.com/7bdbbf46dd06940a5935b038d9275bef\" tg-width=\"679\" tg-height=\"505\" referrerpolicy=\"no-referrer\"/></p><p>Zero Hedge wrote,<b>The Federal Reserve now finds itself in a lose-lose situation, with both options equally devastating—triggering an economic recession or a market crash, or possibly both.</b></p><p>Zero hedging even suggests pushing oil prices to $200 per barrel. The reason is as follows<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>As recently explained, pushing oil prices to $150 would trigger a global inflationary tsunami and destroy the global economy, ultimately achieving the goal of eliminating inflation and triggering a much-needed economic reset. Incidentally, this could explain why the Biden administration is working so hard to fan the flames in Ukraine. Zero Hedge says the current situation is increasingly similar to 2008, when oil prices soared to $150, which many say was the near-term factor that triggered the global financial crisis.</p><p>Coincidentally, Matt King, a financial guru at Citigroup, also stated that the Federal Reserve can only reduce inflation by curbing demand, in which case it needs to slow economic growth to alleviate inflationary pressures.</p><p>As Michael Every of Rabobank writes:</p><p>\"More worryingly, the FOMC has not made any commitment regarding what the Federal Reserve will do at its March meeting.\"<b>Because the Fed doesn't know what to do. All its choices were wrong. As the market would like to believe, there is no oasis ahead.</b></body></html></p>","source":"jssj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A renowned Wall Street strategist advises the Federal Reserve: Create a crash and ruin everything.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA renowned Wall Street strategist advises the Federal Reserve: Create a crash and ruin everything.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2022-02-18 13:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Zoltan Pozsar stated that the market needs a \"Volcker-style\" shock to bring down inflation. One of the most respected Wall Street strategists,<a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>Zoltan Pozsar, a group strategist, repo market guru, and former Federal Reserve official, said that if the Fed wants to slow inflation without causing a recession, it needs to provide a “Volcker-style” shock to lower asset prices.</p><p>In a report to clients, Pozsar wrote,<b>Policymakers should create volatility to trigger price corrections in assets including stocks, housing, and Bitcoin, while discouraging early retirement and pushing people into the labor market.</b>His statement is reminiscent of Paul Volcker's approach in the 1980s to defeating inflation through sharp rate hike.</p><p>Pozsar said the difference this time is that...<b>Policymakers need to \"bring in more labor supply, not less demand,\" and also slow service sector inflation, which is mainly due to high housing prices and labor shortages.</b>The influential analyst stated that the key to reversing these drivers is to tighten financial conditions by increasing long-term borrowing costs that support asset valuations. Pozsar wrote:</p><p>“Perhaps the Fed should rate hike 50 basis points in March, stop holding press conferences, and sell $50 billion in 10-year Treasury bonds the next day.” Pozsar’s statement sounds a bit frightening. According to the financial blog Zero Hedge, in today's highly financialized world, the value of financial assets is more than six times that of U.S. GDP, causing a market crash, even if it doesn't lead to a complete depression, could immediately lead to a severe recession. But without a sharp economic slowdown, a sharp tightening of financial conditions, and multiple rate hike, the out-of-control inflation crisis that is crushing Biden’s approval ratings will only get worse until the Federal Reserve eventually loses all control over inflation expectations, triggering hyperinflation, currency devaluation, and collapse.</p><p><img src=\"https://static.tigerbbs.com/7bdbbf46dd06940a5935b038d9275bef\" tg-width=\"679\" tg-height=\"505\" referrerpolicy=\"no-referrer\"/></p><p>Zero Hedge wrote,<b>The Federal Reserve now finds itself in a lose-lose situation, with both options equally devastating—triggering an economic recession or a market crash, or possibly both.</b></p><p>Zero hedging even suggests pushing oil prices to $200 per barrel. The reason is as follows<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>As recently explained, pushing oil prices to $150 would trigger a global inflationary tsunami and destroy the global economy, ultimately achieving the goal of eliminating inflation and triggering a much-needed economic reset. Incidentally, this could explain why the Biden administration is working so hard to fan the flames in Ukraine. Zero Hedge says the current situation is increasingly similar to 2008, when oil prices soared to $150, which many say was the near-term factor that triggered the global financial crisis.</p><p>Coincidentally, Matt King, a financial guru at Citigroup, also stated that the Federal Reserve can only reduce inflation by curbing demand, in which case it needs to slow economic growth to alleviate inflationary pressures.</p><p>As Michael Every of Rabobank writes:</p><p>\"More worryingly, the FOMC has not made any commitment regarding what the Federal Reserve will do at its March meeting.\"<b>Because the Fed doesn't know what to do. All its choices were wrong. As the market would like to believe, there is no oasis ahead.</b></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/details/90131\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/02a85629f2a809e4eabd8677140a5f70","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF"},"source_url":"https://xnews.jin10.com/details/90131","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112348754","content_text":"Zoltan Pozsar表示，市场需要“沃尔克式”的冲击来压低通胀。最受尊敬的华尔街策略师之一、瑞士信贷集团策略师、回购市场大师、前美联储官员Zoltan Pozsar表示，如果美联储想要在不导致经济衰退的情况下减缓通胀，就需要提供“沃尔克式”的冲击来压低资产价格。Pozsar在给客户的一份报告中写道，政策制定者应该制造波动，以触发包括股票、房屋和比特币在内的资产进行价格修正，同时阻止提前退休并推动人们进入劳动力市场。他的说法让人联想到保罗·沃尔克（Paul Volcker）在1980年代通过大幅加息击败通胀的做法。Pozsar说，这一次的不同之处在于，政策制定者需要“带来更多的劳动力供应，而不是减少对劳动力的需求”，还要减缓主要由于高房价和工人短缺导致的服务业通胀。这位有影响力的分析师表示，扭转这些驱动因素的关键是通过增加支撑资产估值的长期借贷成本来收紧金融状况。Pozsar写道：“也许美联储应该在3月份加息50个基点，不再开新闻发布会，并在第二天出售500亿美元的10年期美债。”Pozsar的说法听起来有点吓人。金融博客零对冲称，在现在这样一个高度金融化的世界中，金融资产的价值是美国GDP的6倍以上，让市场崩溃，即使不会带来彻底的萧条，也会立即导致严重的衰退。但如果经济没有急剧放缓、金融状况急剧收紧和多次加息，那么压垮拜登支持率的失控通胀危机只会变得更糟，直到最终美联储失去对通胀预期的所有控制，引发恶性通胀、货币贬值和崩溃。零对冲写道，美联储目前发现自己处于双输局面，两种选择都同样具有毁灭性——引发经济衰退或市场崩盘，或很可能两者兼而有之。零对冲甚至建议将油价推至200美元/桶。原因正如摩根大通最近解释的那样，将油价推高至150美元，就会引发全球通胀海啸并摧毁全球经济，最终实现消除通胀并引发急需的经济重置的目标。顺便说一句，这可以解释为什么拜登政府如此努力地在乌克兰煽风点火。零对冲称，当前形势与2008年日益相似——当时油价飙升至150美元，据许多人说，那就是引发全球金融危机的近端因素。无独有偶，花旗集团的金融大师马特·金（Matt King）也曾表示，美联储只能通过抑制需求来降低通胀，在这种情况下，它需要放缓经济增长才能缓解通胀压力。也正如荷兰合作银行的Michael Every所写的那样：“更令人担忧的是，FOMC对于美联储将在3月份的会议上做什么并没有做出承诺，因为美联储不知道该做什么。它的所有选择都是错误的。正如市场愿意相信的那样，前方没有绿洲。”","news_type":1,"symbols_score_info":{"SPY":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":6211,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}