EP46 從安倍到早苗：財政政策主導下的貨幣協調與市場衝擊

日本前首相安倍晉三先生的「安倍經濟學」，是過去十年全球總體經濟政策的經典案例，其激進的貨幣寬鬆深度影響了日股與日元走勢。然而，隨著高市早苗女士的意外當選，我們看到一個可能重塑日本經濟政策框架的 2.0 版本。在全球通膨壓力上升、日本長期債務高築的背景下，「早苗經濟學」是「安倍經濟學」的簡單延續，還是代表著經濟政策工具的根本性「再平衡」？這不僅是一個學術問題，更是決定日元短期命運和資產配置的關鍵。 -- Hosting provided by SoundOn

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EP46 從安倍到早苗：財政政策主導下的貨幣協調與市場衝擊

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