每日新闻更新 — 那堵该死的墙 The Daily Update – That damned wall

今晚我们需要关注美联储,我们还要关注市场和国会。作为一个独眼巨人,您可能会在重拍《辛巴达七航妖岛》的过程中担当一个角色,但对于在今年的这个时候去投资可是一点用场也排不上。

在政府部分关闭的情况下,关于一项美国的预算再次在国会陷入僵局。如果还是达不成任何协议,从本周五的午夜开始政府的部分部门就要关闭了。

除了特朗普总统想要50亿美元在墨西哥边境修建他的隔离墙之外,似乎其它问题都已经得到了共识。据消息人士透露,所有提供的资金只有16亿美元,这是一个重大的棘手问题,在圣诞节期间将使得成千上万个工作岗位处于危险的境地。然而,政府的部分关闭对市场的影响被认为是微不足道的,最近来自有关人士的评论多半是安慰性的。

但是,让我们从数学的角度看看这个问题。美墨边境长达1954英里,如果我们使用16亿美元开始这个项目,这相当于每米墙要花费419美元;如果我们使用特朗普估算的50亿美元的数字,这相当于每米墙要花费1590美元。任何修建过墙的人都会知道,每平方米花费331.22英镑不会修建出多么高的墙;当然,除非非墨西哥人非常矮小,否则他们肯定会轻而易举地跨越这堵矮墙,因此我们将再次看到国会陷入僵局。

说到今晚的美联储,特朗普总统再次成为头条新闻。他说,他希望美联储不要再犯加息的“错误”,并要求他们停止那500亿美元。我们认为这是指每月从美联储资产负债表中打印出来的300亿美元的美国国债和200亿美元的抵押贷款支持证券,因此将减少市场的流动性。然而,根据市场的赔率赌,加息的可能性还是存在的,而新闻发布会后的评论将是最重要的看点。

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