Financial Napalm: The Fed Needed Stocks To Fall. Credit Suisse Strategist Zoltan Pozsar Warned Us Last Month. How Our Response Has Worked Out
Financial Napalm: The Fed Needed Stocks To Fall. Credit Suisse Strategist Zoltan Pozsar Warned Us Last Month. How Our Response Has Worked Out
金融凝固汽油弹：美联储需要股市下跌。瑞士信贷策略师佐尔坦·波扎尔上个月警告我们。我们的回应是如何产生的
Zoltan Pozsar Warned Us
Zoltan Pozsar 警告我们
In a post about a month ago (The Fed Isn't Your Friend), we wrote about Zoltan Pozsar's warning that the Fed's helicopters were going to be dropping "financial" napalm on the stock market.
在大约一个月前的一篇文章（美联储不是你的朋友）中，我们写了佐尔坦·波扎尔的警告，即美联储的直升机将向股市投下 “金融” 凝固汽油弹。
The NY Fed wunderkind-turned-Credit Suisse strategist on why the Fed's helicopters are dropping "financial napalm" this time. $SH $WEAT $TECS $BOIL — Portfolio Armor (@PortfolioArmor) May 17, 2022
纽约联储华德金德转为瑞士信贷策略师谈了美联储这次直升机投放 “金融凝固汽油” 的原因。$SH $WEAT $TECS $BOOL — 投资组合盔甲 (@PortfolioArmor) 2022 年 5 月 17 日
In a nutshell, Pozsar's argument was that the Fed needed a reverse wealth effect (a poverty effect?) to reign in inflation:
简而言之，波兹萨尔的论点是，美联储需要反向财富效应（贫困效应？）控制通货膨胀：
The Fed Needs Stocks to Fall This is what they...
美联储需要股市下跌 ...
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