美联储投下“深水炸弹”！人民币酝酿大逆转，两类资产濒临崩溃？

Group 1 - The fate of dollar assets is precarious, with China quietly moving towards a "turning point" [2] - The Federal Reserve's independence is questioned as political pressure mounts, impacting its decision-making on interest rates [5][6] - The market is experiencing heightened speculation regarding potential interest rate cuts, which could have significant implications for various asset classes [3][5] Group 2 - Two asset classes are particularly at risk: U.S. Treasury holders may face significant losses due to falling bond yields and a depreciating dollar, while tech and growth stocks could be negatively affected by a potential decline in dollar credit [5][6] - Recent developments indicate a shift towards the renminbi, with major currency swap agreements signed and a notable increase in offshore renminbi inflows [6][8] - Major financial institutions are optimistic about the renminbi's potential, predicting it could reach 7.0 against the dollar within a year, positioning Chinese assets as a global value opportunity [8] Group 3 - The global financial landscape is shifting, with countries seeking to reduce reliance on the dollar through currency swaps and alternative financial arrangements [6][8] - The rise of digital currencies as a means to diversify away from dollar dependence is evident, with countries like Russia and El Salvador exploring these options [9] - China's proactive measures in establishing a cross-border renminbi ecosystem and promoting multi-currency trade are aimed at mitigating risks associated with dollar volatility [12]