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Time经济观察
12 Dec, 06:34
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超长期国债收益率也快干到2%了 。2015我最老微博上最基本的一个预测就是未来会宽松到暴力卸鼎，在全面爆破之前，大家别指望看到紧缩周期了。现在回头看完全就在走这条路，10年，深刻感叹逻辑推理是有用的，前提是能抓住核心逻辑。而这个核心逻辑就是暴力信贷扩张的不可持续性，要深刻理解整个机制，透支的提前性和戒断的后置性。
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