12 月 13 号,如果 CPI 符合或者低于预期,12 月美联储会只加息 0.25%,就是 0.50% 分 2 次加,12 月 1 次,明天 2 月 1 次。

子弹不多了,就需要慢慢打。

再往上美债流动性就要爆了,美债是美元出去再回流的命根子,爆了就得再重新 QE,到时对抗通膨的剧情就彻底信用破产。

CPI 其实能帮美国稀释债务/GDP 的比例,以便可以继续借新债还旧债的游戏,只是不能失控,因为失控结局就是内乱。

青蛙温水慢煮还 ok,如果烫伤了就起来跳了。

目前市场预期 12 月还是+0.50%。

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