“大空头”再度剑指美联储：扩表恰好表明美国银行体系岌岌可危

Core Viewpoint - Michael Burry, a well-known short-seller, warns that the Federal Reserve's decision to restart the purchase of short-term U.S. Treasury bonds indicates increasing reliance on Fed support, suggesting underlying issues within the U.S. financial system [1] Group 1: Federal Reserve Actions - The Federal Reserve has decided to halt the reduction of its balance sheet and will "continue" purchasing short-term U.S. Treasury bonds [1] - Burry interprets the Fed's actions as a sign of weakness rather than stability, indicating that the financial system is becoming more dependent on the Fed's support [1] Group 2: Financial System Concerns - Burry highlights that without the Fed's support of over $3 trillion in reserves, the U.S. banking system would struggle to operate, which he views as a sign of fragility rather than strength [1] - He expresses concern over the rapid decline of the U.S. banking sector, suggesting that the pace of deterioration is alarming [1]