Волатильность американских акций и облигаций сильно растет. Что будет с крипторынком?

VC.ruPublicado em 2022-08-24Última atualização em 2022-08-24

Resumo

Неделя началась неудачно: акции США упали на 3%, евро стал стоить дешевле доллара, цены на энергоносители в Европе резко выросли, а Саудовская Аравия допустила сокращение добычи нефти...

Неделя началась неудачно: акции США упали на 3%, евро стал стоить дешевле доллара, цены на энергоносители в Европе резко выросли, а Саудовская Аравия допустила сокращение добычи нефти. Кроме того, стратегические резервы запасов нефти в США находятся на самом низком уровне за последние 30 лет. Что говорит, что снижение цен на бензин в США происходило искусственно простым высвобождением нефти из своих запасов. В целом, мировая экономика с каждым днем выглядит все хуже и хуже. Волатильность нарастает по мере того, как все эти новости наслаиваются друг на друга. В результате, индексы волатильности рынка акций VIX S&P 500 и волатильности рынка облигаций США растут:

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Негативные экономические показатели привели к повторному тестированию критически важного для крипторынка уровня поддержки рыночной капитализации в 1 триллион долларов. Впереди сентябрьское заседание ФРС и если появятся сигналы о еще одном ужесточении и повышении ставки, вероятно, будут протестированы минимумы в районе 800 миллиардов долларов. Предупреждение инвесторам и трейдерам остаётся прежним - стоит опасаться ложных прорывов вверх и не быть на 100% уверенными в том, что дно было достигнуто в июне-июле. Впрочем, скоро мы увидим, насколько такая гипотеза верна.

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Курс евро опустился ниже одного доллара

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Второй раз в этом году евро падает ниже доллара, всему причиной резкое ухудшение экономической ситуации в Европе на фоне высокой инфляции и стремительного роста цен на энергоносители. И судя по всему, отрицательная динамика сохраниться и евро продолжит падать. Рекомендация - следите за экономической политикой Германии и Франции в ближайшие недели и месяцы.

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Взгляд инвестора: цены на криптовалюты вырастут только вместе с реальной экономикой

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Акции и криптовалюты выросли с минимумов июня, но по мере того, как сгущаются тучи над мировой экономикой вследствие снижения глобальной производительности, криптоиндустрия может вновь столкнуться с падением. Принимая во внимание высокую корреляцию акций и криптовалют на протяжении всего 2022 года, инвесторам стоит практиковать распределение своих средств в более стабильные активы.

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