Post
wesley教授
Influential Creator
特朗普今天又画了张大饼：共和党要是中期选举拿下两院，就给每个成年公民发 5000 美元。评论区不少人已经开始算自己能分多少了。
做交易的该换个脑子想：这种大规模发钱的承诺，真兑现就是财政继续扩张→赤字走阔→美债供给压力更大→长端收益率更难压下来。对拿杠杆的风险资产，这不是糖，是账单。政客的口号是讲给选民听的，市场只认赤字那张表。你信他真会发吗？
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