EPISODE · Aug 16, 2023 · 42 MIN
第六十三期：中國步入「債務-通縮-降息」通道
from 智本社 · host 清和
人民銀行再度調降MLF（中期借貸便利）利息，中國利率已步入長期下行通道。當前地方債務重壓、地產銷售、熄火信貸低迷，為緩解實際債務負擔上升，政府只能開閘放水。中國「債務-通縮-降息」通道形成後，人民幣匯率走弱趨勢明顯。
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第六十三期：中國步入「債務-通縮-降息」通道
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