智本社是一家硬核學習社,我們只寫硬文,啃硬書,上硬課。致力於系統學習、理性思維、獨立精神、人文情懷及自由思想,拒絕雞湯、厚黑、盲從、碎片化和知識焦慮。
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智本社是一家硬核學習社,我們只寫硬文,啃硬書,上硬課。致力於系統學習、理性思維、獨立精神、人文情懷及自由思想,拒絕雞湯、厚黑、盲從、碎片化和知識焦慮。 -- Hosting provided by SoundOn
Language
🇨🇳
Publishing Since
5/18/2023
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February 27, 2024
2月22日,日經225指數高開高走,盤中升破泡沫經濟期的1989年12月29日創下的歷史最高收盤價38915點,最終創新紀錄收盤。這是日本股票的歷史性時刻。道瓊斯指數重返大蕭條前1929年的水平耗時25年,日經指數重返泡沫巔峰水平耗時34年。

January 29, 2024
去年中國物價下跌速度跑贏央行降息速度,導致實際利率反而上升了270個基點,年底達到3.75%。同期,美聯儲持續加息,通脹也持續下降,年底實際利率只有2.1%左右。若以實際利率為指標,過去一年,中國實際加息的力度要比美國大,實際利率也比美國高。

January 2, 2024
2023年,一切經濟敘事從債務開始。過去十年中國宏觀槓桿率大幅度上升,政府、企業和居民三大部門的負債率都不低。到2023年,過度借債問題已迫在眉睫,關鍵指標「借新還舊」占比快速攀升,化債已成為政府重要任務之一。
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智本社是一家硬核學習社,我們只寫硬文,啃硬書,上硬課。致力於系統學習、理性思維、獨立精神、人文情懷及自由思想,拒絕雞湯、厚黑、盲從、碎片化和知識焦慮。
-- Hosting provided by SoundOn
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