镜鉴日本08 货币麻药掏空日本制造

【本期主题】复盘安倍经济学"异次元货币宽松"这剂裹着糖衣的断头饭——从黑田东彦的量质化宽松到YCC收益率曲线控制，揭示廉价资本如何像麻药般掏空日本制造业的进化动力，并最终在2022年全球加息周期中遭遇惨烈反噬。【核心案例】日本央行每年印钞60-70万亿、买入50万亿国债，为何534万亿准备金仍在金融系统内空转？车企在汇率从100跌至110时，如何在不做任何技术创新的情况下凭空多出20万日元利润？2022年美联储狂暴加息后，做空日本国债的对冲基金如何让日债市场一度彻底瘫痪？2024年央行回顾报告如何委婉承认10年宽松失败？

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镜鉴日本08 货币麻药掏空日本制造

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