Post
wesley教授
Influential Creator
所有人都在等美联储那句「降息救市」，可今晚两件事在往反方向走：欧洲央行按兵不动，还明说12月加息仍在台面上，拉加德也确认提前到明年2月卸任；加拿大央行前两天刚三年多来头一回加息。把这些摆一起看，结论其实很简单，这根本不是一个全球同步大放水的周期。谁要拿「马上开闸」当做多的理由，建议先看一眼各家央行到底在投什么票。嘴上喊的和手上做的，经常是两回事，市场最后认的是后者。
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