财联社(上海 编辑 夏军雄)讯,高盛周四表示,现在就担心美联储会加息还为时过早。过去一整年,美联储都在采取前所未有的货币刺激措施。高盛指出,美联储继续收紧货币政策或将有利于比特币。
For the past year, the Fed has been taking unprecedented monetary stimulus. Goldman Sachs has pointed out that the Fed continues to tighten monetary policy or will benefit Bitcoin.
很多投资者认为,美联储印制数万亿美元货币增加了通货膨胀的概率,这就加强了加密货币作为投资对冲的功能,而美联储加息则会削弱比特币作为通货膨胀对冲的吸引力。
In the view of many investors, the US Federal Reserve’s printing of trillions of dollars in currencies increases the probability of inflation, which enhances the function of encrypted currencies as investment hedges, while the US Federal Reserve’s interest increase weakens the attractiveness of Bitcoins as inflation hedges.
随着美国国债收益率上升,比特币上周价格暴跌了20%,创造了2020年3月以来最大的单周跌幅,表明了市场对美联储提前收紧货币政策的担忧。
As the rate of return on United States national debt rose, Bitcoin fell sharply by 20 per cent last week, creating the largest single-week fall since March 2020, indicating market concerns about the Fed’s earlier tightening of monetary policy.
然而,高盛分析师Andrew Tilton却提出了不同看法。Tilton指出,美联储甚至还没有开始缩减每月1200亿美元的债券购买计划。作为货币宽松政策的一种补充形式,这项计划自去年新冠疫情冲击美国时开始实行。Tilton表示,美联储最早将在2021年末考虑缩减债券购买计划,而有关加息的计划更是将在一年之后。
However, Goldman Sachs analyst Andrew Tilton argued that the Fed had not even begun to scale down its $12 billion monthly bond purchase program. As a complementary form of monetary easing, it had been in place since last year’s new crown outbreak hit the US.
美联储今年早些时候表示,将继续每月购买价值1200亿美元的债券,直到经济复苏出现实质性的进展。美联储还重申,在通货膨胀率升至2%以上的目标之后,利率将在一段时间内继续保持创纪录的低位。
Earlier this year, the Fed indicated that it would continue to purchase bonds valued at $12 billion per month until substantial progress was made in the economic recovery. The Fed also reiterated that interest rates would remain at record lows for some time after inflation had risen to over 2%.
尽管美联储多次表态,不会在短期内加息,但仍然无法安抚市场对加息的担忧情绪。
Although the Fed has repeatedly expressed its position that interest increases will not take place in the short term, it has not been possible to appease market concerns about interest increases.
周四,美联储主席鲍威尔再次否认了加息说法,但市场并不买账。市场普遍认为,鲍威尔没有针对美联储的利率政策释放明确信号。鲍威尔发表言论后,美股三大指数全线下跌,道指和标普500指数分别收跌1.11%和1.34%,纳指更是大跌2.11%,抹平了今年全部涨幅。
On Thursday, Fed Chairman Powell again denied interest increases, but the market did not buy them. The market is generally of the opinion that Powell did not send a clear signal about the Fed’s interest rate policy.
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