Real Vision创始人:美国政府重启后市场将迎来一系列流动性利好

Blockbeats
Nov 14, 2025

BlockBeats 消息,11 月 14 日,Real Vision 联合创始人兼首席执行官 Raoul Pal 发文谈论美国政府重启后的宏观经济走向预测,其表示:预计几天内,美国财政部总账户(TGA)的支出将开始显著增加市场流动性,并持续数月。量化紧缩(QT)将在 12 月结束,资产负债表将开始缓慢上升。随之而来的是,美元再次开始走弱。

Raoul Pal 称,决策者下一个关键步骤是避免年底的资金紧缩。预计会出台几项“临时”措施来增加流动性,最有可能的是定期融资和常备回购工具(SRF)操作。债务必须展期,政府希望在中期选举前让经济过热。总之,流动性将会席卷而来。

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