стратег Bloomberg Intelligence делает ставку на BTC, золото и госбонды США во 2п 2022г. Считает, что в этот период на рынке уже будут превалировать дефляционные настроения
“Too hot stocks vs. maturing Bitcoin? Plunging risk assets in 1H are taking away inflation at a breakneck pace, which may translate into pre-pandemic deflationary forces resurfacing in 2H. Primary beneficiaries of this scenario may be gold, Bitcoin, and US Treasury long-bonds”
markettwits
“Too hot stocks vs. maturing Bitcoin? Plunging risk assets in 1H are taking away inflation at a breakneck pace, which may translate into pre-pandemic deflationary forces resurfacing in 2H. Primary beneficiaries of this scenario may be gold, Bitcoin, and US Treasury long-bonds”
markettwits