第六十二期：信貸低迷或觸發降息降準

from 智本社 · host 清和

7月社融大幅低於季節性，信貸增量創2009年10月以來新低。其中，住戶貸款直降2007億元，企業貸款扣除票據融資沖量也為負。廣義貨幣(M2)同比增10.7%，但餘額比6月末下降2萬億左右。居民與企業的資產負債表衰退加速，本季降准降息概率大增。

Episode metadata supplied by the publisher feed · Published Aug 15, 2023

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第六十二期：信貸低迷或觸發降息降準

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