EPISODE · Nov 15, 2023 · 1H 24M
第九十八期：出口、通脹數據分析及答社友問
from 智本社 · host 清和
政府要不要出台刺激性政策？如果政府不強刺激，CPI下跌，然後市場擔心通縮，好聽的說法叫：通脹不足，低通脹。如果政府強刺激，前段時間政府發行特別國債1萬億，特殊再融資債券1萬億，然後茅臺上調價格，大家又喊，通脹了。現在CPI同比在零附近，市場也擔心通脹。刺激不是，不刺激也不是？那麽，面對當前的情況怎麽辦？
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第九十八期：出口、通脹數據分析及答社友問
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