Real Vision Founder: Le gouvernement américain redémarre pour déclencher une série de vents arrière de liquidité
By: theblockbeats.news|2025/11/14 15:49:52
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BlockBeats News, le 14 novembre, Raoul Pal, cofondateur et PDG de Real Vision, a publié un article traitant des perspectives macroéconomiques post-réouverture du gouvernement des États-Unis, déclarant: D'ici quelques jours, les dépenses du compte général du Trésor américain (TGA) devraient commencer à accroître sensiblement la liquidité du marché et se poursuivre pendant plusieurs mois. Le resserrement quantitatif (QT) prendra fin en décembre, et le bilan commencera à s'étoffer progressivement. Suivra un nouvel affaiblissement du dollar américain.
Raoul Pal a déclaré que la prochaine étape critique des décideurs est d'éviter les tensions sur le financement en fin d'année. On s'attend à ce que plusieurs mesures « temporaires » soient mises en oeuvre pour accroître les liquidités, les plus probables étant le financement à terme et les opérations du Mécanisme permanent de pension (FPR). La dette doit être allongée, et le gouvernement espère éviter une surchauffe de l'économie avant les élections de mi-mandat. Bref, un tsunami de liquidités est en route.
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