
Post

巨然
汽油是9月CPI环比上涨的主要推手,我先算笔实在账:油费少花一点,借钱的利息却未必马上少。消息里油价回落让$BTC喘口气,但OPEC+带来的供应担忧,仍可能拖慢融资环境改善。
我觉得,这对依赖借钱参与市场的人更关键,不能把油价跌直接当成资金变便宜。如果供应限制让油价回落难以持续,那么通胀压力就可能反复,融资负担也未必松动。这是我的推测,眼前的情绪缓和跟实际成本下降,是两回事。
我的选择是先不把融资改善算进预算,按成本没降来安排风险,稳阵一点。面对这次油价回落,你是愿意等借钱成本真降下来,还是愿意冒险押注它会提前改善?

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