根据亚瑟·海耶斯的说法，民主党人将在11月大选前如何诱导股市反弹

币界网2024-08-12 tarihinde yayınlandı2024-08-12 tarihinde güncellendi

币界网报道：

加密货币资深人士Arthur Hayes表示，民主党人可能会在总统选举前偷偷印制美元，引发股市反弹。

在一篇新文章中，这位BitMEX创始人表示，如果股市蓬勃发展，卡玛拉·哈里斯的总统竞选活动可能会得到大幅提振。

但日元套息交易的解除引发了上周6.4万亿美元的全球股市暴跌，标准普尔500指数经历了自2022年以来最糟糕的交易日。

在日本，大批投资者借入廉价日元，将资金投资于股票等具有高增长潜力的风险资产，以产生利润。但当日本央行上个月底加息时，日元升值，促使投资者出售风险资产，购买日元并偿还借款。

对日元需求的增加推动日元走高，迫使更多投资者解除头寸，因为日元升值可能会侵蚀他们的收益。随着人们在恐慌中出售资产，这种动态导致了更大的抛售压力。

海耶斯表示，哈里斯可以通过指示财政部长珍妮特·耶伦在一项秘密行动中救助日本投资者来阻止股市暴跌，该行动涉及美联储使用日元作为抵押品向日本银行（BOJ）贷款美元。

海耶斯表示，此次行动将允许日本央行通过印制更多货币来借入美元，从而控制日元的价值。对于美国来说，海耶斯认为，新印制的美元将引发股票和债券市场的反弹，使哈里斯更有可能赢得选举。

“最重要的是，由于美联储印制美元，美国股票和债券价格[上涨]。另一个好处是，日本银行可以用新发现的日本国债抵押品发行无限量的日元计价贷款。这种交易使美国和日本的体系重新膨胀。”

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