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jootan
2022-03-09

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Well-known Wall Street strategists give advice to the Fed: create a crash, collapse everything

市场需要“沃尔克式”的冲击来压低通胀。

Well-known Wall Street strategists give advice to the Fed: create a crash, collapse 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, group strategist, repo market guru and former Fed official, said the Fed needs to provide \"Volcker-style\" shocks to drive down asset prices if it wants to slow inflation without causing a recession.</p><p>Pozsar wrote in a note to clients,<b>Policymakers should create volatility to trigger price corrections for assets including stocks, homes and Bitcoin, while discouraging early retirement and pushing people into the workforce.</b>His statement is reminiscent of Paul Volcker's approach to defeating inflation with a sharp rate hike in the 1980s.</p><p>Pozsar said that the difference this time is that,<b>Policymakers need to \"bring more labor supply instead of reducing demand for labor\" and slow inflation in services, mainly due to high housing prices and worker shortages.</b>The key to reversing these drivers is to tighten financial conditions by increasing long-term borrowing costs that underpin asset valuations, the influential analyst said. Pozsar wrote:</p><p>\"Maybe the Fed should rate hike 50 basis points in March, stop holding press conferences, and sell $50 billion of 10-year U.S. Treasuries the next day.\" Pozsar's statement sounds a bit intimidating. Financial blog Zero Hedge says that in a highly financialized world like today, where financial assets are worth more than six times the GDP of the United States, letting the market collapse will immediately lead to a severe recession, if not a complete depression. But without a sharp economic slowdown, a sharp tightening of financial conditions, and multiple rate hike, the runaway inflation crisis that crushed Biden's approval ratings would only get worse until eventually the Fed loses all control of 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 Fed currently finds itself in a lose-lose situation, with both options equally devastating-triggering a recession or a market crash, or quite possibly both.</b></p><p>Zero hedging even recommends pushing oil prices to $200/barrel. The reason is as<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Pushing oil prices up to $150, as recently explained, would trigger a global tsunami of inflation and destroy the global economy, ultimately achieving the goal of eliminating inflation and triggering a much-needed economic reset. Which, by the way, would explain why the Biden administration is trying so hard to fan the flames in Ukraine. According to Zero Hedge, the current situation is increasingly similar to 2008-when oil prices soared to $150, which, according to many, was the near-end factor that triggered the global financial crisis.</p><p>Coincidentally, Citigroup's financial guru Matt King has also said that the Fed can only reduce inflation by curbing demand. In this case, it needs to slow down economic growth to ease inflationary pressures.</p><p>Also as Michael Every of Rabobank wrote:</p><p>\"More worrying is that the FOMC has not made a commitment to what the Fed will do at its March meeting,<b>Because the Fed doesn't know what to do. All of its choices are wrong. As the market wants 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>Well-known Wall Street strategists give advice to the Fed: create a crash, collapse 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\">\nWell-known Wall Street strategists give advice to the Fed: create a crash, collapse 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 said the market needs a \"Volcker-style\" shock to keep inflation down. One of the most respected Wall Street strategists,<a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>Zoltan Pozsar, group strategist, repo market guru and former Fed official, said the Fed needs to provide \"Volcker-style\" shocks to drive down asset prices if it wants to slow inflation without causing a recession.</p><p>Pozsar wrote in a note to clients,<b>Policymakers should create volatility to trigger price corrections for assets including stocks, homes and Bitcoin, while discouraging early retirement and pushing people into the workforce.</b>His statement is reminiscent of Paul Volcker's approach to defeating inflation with a sharp rate hike in the 1980s.</p><p>Pozsar said that the difference this time is that,<b>Policymakers need to \"bring more labor supply instead of reducing demand for labor\" and slow inflation in services, mainly due to high housing prices and worker shortages.</b>The key to reversing these drivers is to tighten financial conditions by increasing long-term borrowing costs that underpin asset valuations, the influential analyst said. Pozsar wrote:</p><p>\"Maybe the Fed should rate hike 50 basis points in March, stop holding press conferences, and sell $50 billion of 10-year U.S. Treasuries the next day.\" Pozsar's statement sounds a bit intimidating. Financial blog Zero Hedge says that in a highly financialized world like today, where financial assets are worth more than six times the GDP of the United States, letting the market collapse will immediately lead to a severe recession, if not a complete depression. But without a sharp economic slowdown, a sharp tightening of financial conditions, and multiple rate hike, the runaway inflation crisis that crushed Biden's approval ratings would only get worse until eventually the Fed loses all control of 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 Fed currently finds itself in a lose-lose situation, with both options equally devastating-triggering a recession or a market crash, or quite possibly both.</b></p><p>Zero hedging even recommends pushing oil prices to $200/barrel. The reason is as<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Pushing oil prices up to $150, as recently explained, would trigger a global tsunami of inflation and destroy the global economy, ultimately achieving the goal of eliminating inflation and triggering a much-needed economic reset. Which, by the way, would explain why the Biden administration is trying so hard to fan the flames in Ukraine. According to Zero Hedge, the current situation is increasingly similar to 2008-when oil prices soared to $150, which, according to many, was the near-end factor that triggered the global financial crisis.</p><p>Coincidentally, Citigroup's financial guru Matt King has also said that the Fed can only reduce inflation by curbing demand. In this case, it needs to slow down economic growth to ease inflationary pressures.</p><p>Also as Michael Every of Rabobank wrote:</p><p>\"More worrying is that the FOMC has not made a commitment to what the Fed will do at its March meeting,<b>Because the Fed doesn't know what to do. All of its choices are wrong. As the market wants 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":{"SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"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":{".DJI":0.9,"SPY":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3179,"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,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}