對衝基金大佬阿克曼發文
美國知名對衝基金潘興廣場資本管理公司(Pershing Square)的創始人比爾·阿克曼(Bill Ackman)發文表示,美聯儲本週不應提高基準利率,他認爲銀行業危機已經產生了“金融狀況明顯收緊”的影響。
阿克曼表示,“我們的體系受到了一些重大沖擊。”他列舉了三家美國銀行倒閉、第一共和銀行(FRC.US)面臨的壓力以及瑞士信貸(CS.US)的緊急收購。
埃隆·馬斯克週三在回覆阿克曼的帖子時建議美聯儲將利率至少下調50個基點。馬斯克此前曾呼籲美聯儲降息,他在週末辯稱,鑑於最近的銀行倒閉,美聯儲“在數據中存在太多的延遲”。
阿克曼寫道,“我們還不知道這些機構的投資者損失在哪里,以及傳染效應可能是什麼。”在存款變得不穩定的情況下,“在這種情況下,哪家地區性銀行會向新建築或商業貸款投入有意義的資金?”
阿克曼認爲,美聯儲主席傑羅姆·鮑威爾應該明確表示,暫停加息是暫時的,併發出信號,“除非銀行業危機仍未解決,否則他的意圖是在下次會議上恢復加息。”
他補充說,“在這種環境下,美聯儲不應該加息,給金融體系增加額外壓力,因爲金融穩定是美聯儲的首要責任。”
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.