-
市場
-
產品
-
資訊
-
Moo社區
-
課堂
-
查看更多
-
功能介紹
-
費用費用透明,無最低余額限制
投資選擇、功能介紹、費用相關信息由Moomoo Financial Inc.提供
- English
- 中文繁體
- 中文简体
- 深色
- 淺色
Bill Ackman Warns Of Accelerating Deposit Outflows After Janet Yellen's Backtrack: 'Big Mistake'
Bill Ackman Warns Of Accelerating Deposit Outflows After Janet Yellen's Backtrack: 'Big Mistake'
After the Federal Reserve announced a quarter-point increase in the fed funds rate and also hinted at a potential pause in the monetary policy statement, Treasury Secretary Janet Yellen spooked the markets by stating that the Treasury is not considering or is working on a unilateral expansion of deposit insurance.
What Happened: Just a day after Yellen made reassuring comments that led the market and depositors to believe that all deposits were now implicitly guaranteed, she walked back on the implicit support she hinted at for small banks and depositors, said hedge fund manager Bill Ackman.
Instead, Yellen now explicitly suggested that systemwide deposit guarantees were not being considered, he noted. The fed funds rate of 5% now is a threshold that makes bank deposits that much less attractive, the fund manager said.
"I would be surprised if deposit outflows don't accelerate effective immediately," Ackman said. He called upon a temporary systemwide deposit guarantee to stop the bleeding.
"The longer the uncertainty continues, the more permanent the damage is to the smaller banks, and the more difficult it will be to bring their customers back," he said.
In a separate tweet, Ackman said, "This is a big mistake. We are suffering from self-inflicted wounds."
Yellen's statement combined with a 25-basis-point hike puts even more pressure on the non-systemically important banks, he added.
This is a big mistake. We are suffering from self-inflicted wounds. @SecYellen statement combined with 25bps puts even more pressure on the non-SIBs.
— Bill Ackman (@BillAckman) March 22, 2023
Regional Banks Bleed: After severe bruising in the wake of the trio of bank closures and issues at several others, regional banking stocks began to turn around this week.
Hopes of the government's continued handholding infused some optimism in the space.
The $Spdr Series Trust S&P Regional Bkg Etf (KRE.US)$, which rose about 7% this week through Tuesday, slumped 5.69% to $43.45 on Wednesday.
After the Federal Reserve announced a quarter-point increase in the fed funds rate and also hinted at a potential pause in the monetary policy statement, Treasury Secretary Janet Yellen spooked the markets by stating that the Treasury is not considering or is working on a unilateral expansion of deposit insurance.
之後 聯邦儲備 財政部長宣布美聯儲基金利率增加四分之一點,並暗示貨幣政策聲明中存在潛在停頓 珍妮特·耶倫 聲明財政部沒有考慮或正在進行單方面擴張存款保險,從而嚇壞了市場。
What Happened: Just a day after Yellen made reassuring comments that led the market and depositors to believe that all deposits were now implicitly guaranteed, she walked back on the implicit support she hinted at for small banks and depositors, said hedge fund manager Bill Ackman.
發生了什麼事: 對沖基金經理表示,在耶倫(Yellen)發表令人放心的評論,導致市場和存款人相信所有存款現在都得到了隱含保證後的一天,她又回到了她暗示為小型銀行和存款人提供的隱含支持。 比爾·阿克曼
Instead, Yellen now explicitly suggested that systemwide deposit guarantees were not being considered, he noted. The fed funds rate of 5% now is a threshold that makes bank deposits that much less attractive, the fund manager said.
他指出,取而代之的是,耶倫現在明確建議不考慮全系統的存款保證。基金經理表示,現在 5% 的聯邦基金利率是一個門檻,使銀行存款的吸引力不那麼具有吸引力。
"I would be surprised if deposit outflows don't accelerate effective immediately," Ackman said. He called upon a temporary systemwide deposit guarantee to stop the bleeding.
阿克曼說:「如果存款流出不能立即加速生效,我會感到驚訝。」他呼籲臨時全系統存款保證止血。
"The longer the uncertainty continues, the more permanent the damage is to the smaller banks, and the more difficult it will be to bring their customers back," he said.
他說:「不確定性持續的時間越長,對規模較小的銀行造成的損失就越永久,並且將客戶帶回來也就越困難。」
In a separate tweet, Ackman said, "This is a big mistake. We are suffering from self-inflicted wounds."
阿克曼在另一條推文中說:「這是一個很大的錯誤。我們正在遭受自我造成的傷口。」
Yellen's statement combined with a 25-basis-point hike puts even more pressure on the non-systemically important banks, he added.
他補充說,耶倫的聲明與 25 個基礎點的加息相結合,為非系統上重要的銀行帶來了更大的壓力。
This is a big mistake. We are suffering from self-inflicted wounds. @SecYellen statement combined with 25bps puts even more pressure on the non-SIBs.
— Bill Ackman (@BillAckman) March 22, 2023
這是一個很大的錯誤。我們正在遭受自我造成的傷口。@SecYellen 聲明結合 25 基點給非 SIB 帶來了更大的壓力。
— 比爾·阿克曼 (@BillAckman) 2023 年 3 月 22 日
Regional Banks Bleed: After severe bruising in the wake of the trio of bank closures and issues at several others, regional banking stocks began to turn around this week.
區域銀行流血: 在銀行關閉和其他幾個問題三人之後嚴重瘀傷之後,地區銀行業股本週開始轉頭。
Hopes of the government's continued handholding infused some optimism in the space.
政府持續掌握的希望在這個領域注入了一些樂觀情緒。
The $Spdr Series Trust S&P Regional Bkg Etf (KRE.US)$, which rose about 7% this week through Tuesday, slumped 5.69% to $43.45 on Wednesday.
該$區域銀行指數ETF-SPDR KBW (KRE.US)$直到星期二,本周上漲了約 7%,週三下跌了 5.69%,至 43.45 美元。
moomoo是Moomoo Technologies Inc.公司提供的金融資訊和交易應用程式。
在美國,moomoo上的投資產品和服務由Moomoo Financial Inc.提供,一家受美國證券交易委員會(SEC)監管的持牌主體。 Moomoo Financial Inc.是金融業監管局(FINRA)和證券投資者保護公司(SIPC)的成員。
在新加坡,moomoo上的投資產品和服務是通過Moomoo Financial Singapore Pte. Ltd.提供,該公司受新加坡金融管理局(MAS)監管(牌照號碼︰CMS101000) ,持有資本市場服務牌照 (CMS) ,持有財務顧問豁免(Exempt Financial Adviser)資質。本內容未經新加坡金融管理局的審查。
在澳大利亞,moomoo上的金融產品和服務是通過Futu Securities (Australia) Ltd提供,該公司是受澳大利亞證券和投資委員會(ASIC)監管的澳大利亞金融服務許可機構(AFSL No. 224663)。請閱讀並理解我們的《金融服務指南》、《條款與條件》、《隱私政策》和其他披露文件,這些文件可在我們的網站 https://www.moomoo.com/au中獲取。
在加拿大,透過moomoo應用程式提供的僅限訂單執行的券商服務由Moomoo Financial Canada Inc.提供,並受加拿大投資監管機構(CIRO)監管。
在馬來西亞,moomoo上的投資產品和服務是透過Moomoo Securities Malaysia Sdn. Bhd. 提供,該公司受馬來西亞證券監督委員會(SC)監管(牌照號碼︰eCMSL/A0397/2024) ,持有資本市場服務牌照 (CMSL) 。本內容未經馬來西亞證券監督委員會的審查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd.,Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc和Moomoo Securities Malaysia Sdn. Bhd., 是關聯公司。
風險及免責聲明
moomoo是Moomoo Technologies Inc.公司提供的金融資訊和交易應用程式。
在美國,moomoo上的投資產品和服務由Moomoo Financial Inc.提供,一家受美國證券交易委員會(SEC)監管的持牌主體。 Moomoo Financial Inc.是金融業監管局(FINRA)和證券投資者保護公司(SIPC)的成員。
在新加坡,moomoo上的投資產品和服務是通過Moomoo Financial Singapore Pte. Ltd.提供,該公司受新加坡金融管理局(MAS)監管(牌照號碼︰CMS101000) ,持有資本市場服務牌照 (CMS) ,持有財務顧問豁免(Exempt Financial Adviser)資質。本內容未經新加坡金融管理局的審查。
在澳大利亞,moomoo上的金融產品和服務是通過Futu Securities (Australia) Ltd提供,該公司是受澳大利亞證券和投資委員會(ASIC)監管的澳大利亞金融服務許可機構(AFSL No. 224663)。請閱讀並理解我們的《金融服務指南》、《條款與條件》、《隱私政策》和其他披露文件,這些文件可在我們的網站 https://www.moomoo.com/au中獲取。
在加拿大,透過moomoo應用程式提供的僅限訂單執行的券商服務由Moomoo Financial Canada Inc.提供,並受加拿大投資監管機構(CIRO)監管。
在馬來西亞,moomoo上的投資產品和服務是透過Moomoo Securities Malaysia Sdn. Bhd. 提供,該公司受馬來西亞證券監督委員會(SC)監管(牌照號碼︰eCMSL/A0397/2024) ,持有資本市場服務牌照 (CMSL) 。本內容未經馬來西亞證券監督委員會的審查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd.,Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc和Moomoo Securities Malaysia Sdn. Bhd., 是關聯公司。
- 分享到weixin
- 分享到qq
- 分享到facebook
- 分享到twitter
- 分享到微博
- 粘贴板
使用瀏覽器的分享功能,分享給你的好友吧