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如果你仔细看一下,这钱的供应量是多么疯狂地在膨胀。
即使在中央银行“收紧”的情况下,对吧?
我们在过去一年中已向全球货币供应中添加了大约$10T 。
现在想象一下,当中央银行最终不得不转回扩张模式时。
先忽视硬资产的短期波动。
这实际上是驱动周期的宏观信号。