연준 점도표, 연내 3차례 금리인하 시사​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

미국연준이 역시 금리동결에 금리인하 멘트까지
날려주니까 증시가 미친듯이 급등했네요

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완전 대박호재로 해석하고 급등급등 연속이네요

일단 미국경제가 잘 유지된다는점이... 다우 나스닥 돈복사가 엄청 유지되어줄것으로 보여집니다






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연준 점도표, 연내 3차례 금리인하 시사​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​
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미국 연방공개시장위원회(FOMC) 12월 점도표(dot plot·참여 위원들의 금리 전망을 보여주는 지표)에 따르면 2024년 말 금리 예상치(중간값)는 4.6%를 기록했다. 작년 12월 공개된 점도표에서도 올해 총 3차례 금리인하(4.5~4.75%)를 시사했었다.
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출처 : 코인니스
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미국 기준금리 동결...시장 전망치 부합​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​
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미국 연방준비제도(Fed·연준) 연방공개시장위원회(FOMC)가 공식 성명을 통해 기준금리를 동결한다고 발표했다. 시장 전망치와 부합한다. 이로써 미국의 기준금리는 5.25~5.50%를 유지했다.


베이스 일주일 신규 유저 수, 전주 대비 510% 급증​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​
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듄 애널리틱스에 따르면 코인베이스 이더리움 레이어2 네트워크 베이스의 일주일 신규 유저 수가 847,811명으로, 전주(138,903명) 대비 510% 급증했다. 지난 일주일 베이스 활성 유저 수는 1,399,656명으로, 이 역시 전주(416,174명) 대비 236% 증가했다.
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<거래소 롱쟁이 숏쟁이 현황판>​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

통합: 롱 50.43 / 숏 49.57

바이낸스: 롱 49.37 / 숏 50.63

OKX: 롱 49.24 / 숏 50.76

dYdX: 롱 49.87 / 숏 50.13

빙엑스: 롱 61.68 / 숏 38.32

비트겟: 롱 49.64 / 숏 50.36

데리비트: 롱 49.59 / 숏 50.41

바이비트: 롱 49.67 / 숏 50.33

비트멕스: 롱 53.04 / 숏 46.96

비트파이넥스: 롱 60.4 / 숏 39.6

코인엑스: 롱 51.03 / 숏 48.97

크라켄: 롱 48.77 / 숏 51.23

후오비: 롱 49.04 / 숏 50.96

코인베이스: 롱 49.85 / 숏 50.15

- 24시 비트코인기준 -


이더리움 레이어2 네트워크 모프, $1900만 투자 유치​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​
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이더리움 레이어2 네트워크 모프(Morph)가 시드 라운드에서 1900만달러를 조달했다고 포브스가 전했다. 이번 라운드는 드래곤플라이 캐피털이 주도했다. 투자금은 마케팅, 팀 확장, 기술 인프라 개설 등에 쓰일 예정이다.
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<5 things to know before opening today_3/20 Bloomberg>

1) BOJ freeze within year vs further hike expected
As soon as the Bank of Japan (BOJ) issued its first rate hike since 2007, opinions are already divided over the timing of the next hike. There is no doubt that the BOK will not raise rates as steeply as the Fed, which is surprised by the threat of inflation, but Kazuo Ueda's carefully calculated remarks have sparked speculation about the future path of interest rates. Traders are paying attention to messages from Ueda and the BOK that they will maintain easing financial conditions for the time being. However, warnings that the BOK's rate hike may not be over are also daunting. Ueda pointed out that Japan's real interest rate remains deeply negative, but if the consumer price index rises to 2.9 percent as expected in February, the real rate will be -2.8 percent. Moreover, the reappearance of the weak yen could be a headache for the Japanese foreign exchange authorities, who are agonizing over further action to support their currency

2) BOJ minor rate hike, ripple effect on world?
The BOK has finally ended its eight-year negative interest rate experiment. As a result, attention is focusing on the direction of the more than 4 trillion U.S. dollars that have already left overseas in search of higher returns. These funds have been invested in many parts of the world, including U.S. bonds, European power plants, and Singapore stocks. So far, the market seems to accept the BOK's first rate hike in 2007 without any shock. The rate gap with other major countries is still wide, and the BOK has promised to maintain easing conditions, which makes it unlikely that a rapid tightening policy will come out immediately. Investors hope that additional BOK rate hikes will be slow and non-destructive in the future, which will prevent such funds from suddenly returning to the home country. According to a Bloomberg survey, only about 40 percent of respondents predict that the BOK's move could trigger massive overseas asset sales

3) Canada February inflation below expectations. Betting June cut ↑
Canada's inflation retreat last month, contrary to market concerns, has made it more likely that the Bank of Canada will shift its policy stance in the coming months. According to Statistics Canada, the Consumer Price Index (CPI) growth fell to its lowest level in June last year at 2.8% year-on-year in February. Traders raised their bets on a rate cut in June, reflecting that probability in prices at about three-quarters from 50% the previous day. Katherine Judge of Canadian Imperial Bank of Commerce diagnosed, "With sufficient evidence that higher interest rates are effective in tiding with inflation, the Bank of Canada is on a path to start cutting rates in June."

4) Commercial real estate CLO crisis due to surge in bad loans
Ambiguous investment products used to finance high-risk real estate projects face unprecedented stress as they have problems repaying loans related to commercial real estate businesses. The so-called CRE CLO (commercial real estate loan receivables) combines debt that is perceived to be overly speculative compared to traditional mortgage-backed securities into bonds with various risks and returns on investment. In the past seven months, the share of CRE CLO among all insolvent assets has quadrupled, exceeding 7.4%. "The CRE CLO market is the first market where defaults occurred in the CRE debt market," said Mark Neely of GenTrust. "Since CRE CLO loans are often loans for transitional real estate, borrowers expect to resell them before maturity, but in many cases they cannot sell them even near the purchase price."

5) BofA CEO 'Commercial Real Estate Issues Will Be Slowly Resolved'
Bank of America CEO Brian Moynihan said the banking sector is expected to take some time to resolve the issue of commercial real estate (CRE) loans. "Commercial real estate is a typical form of slow incineration," Moynihan said. "We are working with our customers," he said, explaining that the refinance will be carried out after looking at the rental situation for a building. "We are cautious about the industry's underwriting approach." Wendy Stewart, president of BofA's global commercial banking division, said last year that she had been able to increase BofA's market share thanks to the overall market turmoil
(자료: Bloomberg News)

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출처 : 코인니스
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