分析师警告称，比特币和加密货币崩盘可能引发“即将到来的标准普尔 500 指数夏季调整”

美联储主席杰罗姆·鲍威尔在发出“严重”警告后煽动了九月份降息的希望，随后股市飙升。

Stock markets are surging after Federal Reserve chair Jerome Powell fanned the flames of September interest rate cut hopes—just after issuing a "critical" warning.

美联储主席杰罗姆·鲍威尔在发出“严重”警告后煽动了九月份降息的希望，随后股市飙升。

The S&P 500 and Nasdaq have notched fresh all-time highs, following in the footsteps of the Dow, which hit a peak in May, despite fresh debt spiral fears unsettling traders.

尽管新的债务螺旋式上升担忧令交易员感到不安，但标准普尔 500 指数和纳斯达克指数追随道琼斯指数的脚步，创下了新的历史高点，道琼斯指数在 5 月份达到了峰值。

Now, as uncertainty hangs over the White House, one analyst has pointed to a surprise stock market warning light that's just begun flashing red.

现在，随着白宫笼罩着不确定性，一位分析师指出，股市的警示灯刚刚开始闪烁红灯。

The recent bitcoin and crypto crash, that's seen $500 billion wiped from the combined market in just over a month, could be about to trigger "an imminent S&P 500 summer correction," Barry Bannister, managing director and chief equity strategist at Stifel, told MarketWatch.

Stifel 董事总经理兼首席股票策略师巴里·班尼斯特 (Barry Bannister) 表示，最近的比特币和加密货币崩盘，在短短一个多月的时间里，整个市场蒸发了 5000 亿美元，可能会引发“即将到来的标准普尔 500 指数夏季调整”。 。

Bannister pointed to the correlation of bitcoin to stock markets and specifically the tech-heavy Nasdaq in recent years.

班尼斯特指出了比特币与股市的相关性，特别是近年来以科技股为主的纳斯达克指数。

"It’s the availability of cheap, Fed liquidity that drives the price of bitcoin," Bannister said. "Every single dovish pivot for the past 13 years has marked a sharp bitcoin increase, and bitcoin is a non-interest bearing asset that thrives on lower interest rates and available liquidity"—much like stock markets.

班尼斯特表示：“美联储提供的廉价流动性推动了比特币的价格。” “过去 13 年里的每一次鸽派转向都标志着比特币的大幅上涨，而比特币是一种无息资产，依靠较低的利率和可用的流动性而蓬勃发展”——就像股票市场一样。

In his second day of Congressional testimony this week, Fed chair Powell said has "some confidence" inflation is falling but is not ready to declare the war on inflation won.

美联储主席鲍威尔在本周第二天的国会作证中表示，对通胀正在下降“有一定信心”，但尚未准备好宣布对抗通胀的战争获胜。

"Bitcoin has been a good leading indicator for the Nasdaq-100 over the years," Jonathan Krinsky, chief market technician at BTIG, wrote in a note ahead of the S&P 500, Nasdaq and Dow climbing this week.

BTIG 首席市场技术员乔纳森·克林斯基 (Jonathan Krinsky) 在标准普尔 500 指数、纳斯达克指数和道指本周攀升之前的一份报告中写道：“多年来，比特币一直是纳斯达克 100 指数的良好领先指标。”

For now, the momentum is with stocks as traders continue to bet on Federal Reserve interest rate cuts.

目前，随着交易员继续押注美联储降息，股市势头强劲。

"Growing confidence over U.S. rate cuts kept the mood upbeat and the gains widespread," Dan Coatsworth, investment analyst at broker AJ Bell, said in emailed comments.

经纪商 AJ Bell 的投资分析师丹·科茨沃斯 (Dan Coatsworth) 在电子邮件评论中表示，“对美国降息的信心不断增强，市场情绪保持乐观，股市普遍上涨。”