{"id":36691,"date":"2025-12-08T13:34:50","date_gmt":"2025-12-08T12:34:50","guid":{"rendered":"https:\/\/investx.fr\/de\/?p=36691"},"modified":"2025-12-08T13:34:51","modified_gmt":"2025-12-08T12:34:51","slug":"aktien-hausse-fed-ressriktion-liquiditaet-crypto-impact","status":"publish","type":"post","link":"https:\/\/preprod.investx.fr\/de\/krypto-news\/aktien-hausse-fed-ressriktion-liquiditaet-crypto-impact\/","title":{"rendered":"Aktien steigen trotz Fed-Restriktion : Liquidit\u00e4t & Crypto"},"content":{"rendered":"\n

Abkopplung zwischen Fed-Bilanz und Marktperformance<\/h2>\n\n\n\n

Die von Charlie Bilello<\/strong> geteilten Daten enth\u00fcllen eine gravierende Anomalie: Der S&P 500 steigt um 82%<\/strong>, w\u00e4hrend die Verm\u00f6genswerte der Fed um ein Viertel einbrechen.<\/strong> Diese Performance widerspricht der Theorie, wonach die Liquidit\u00e4tsversorgung durch die Zentralbanken der Haupttreiber f\u00fcr steigende Aktienkurse ist.<\/p>\n\n\n\n

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BREAKING: The Federal Reserve\u2019s balance sheet fell -$37 billion in November, to $6.53 trillion, to its lowest level since April 2020.

The Fed has reduced its assets by -$2.43 trillion, or -27%, during its quantitative tightening (QT) program, which ended on December 1st after\u2026 pic.twitter.com\/RdmKaBMEVf<\/a><\/p>— The Kobeissi Letter (@KobeissiLetter) December 7, 2025<\/a><\/blockquote>