金融危機來臨前兆?美聯儲將提前縮表加息?世界金融動蕩前夕,中國打造戰時金融制度|政經孫老師
美聯儲暗示市場縮表加息的進程不會改變,金融市場的回撤只是時間問題。多年來的低利率環境已經讓金融風險瀕臨極限。中美和各個大國之間都在為將來的風險做著周密的準備。大清算的日子,正在一步步逼近。不是不報,時...
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美聯儲暗示市場縮表加息的進程不會改變,金融市場的回撤只是時間問題。多年來的低利率環境已經讓金融風險瀕臨極限。中美和各個大國之間都在為將來的風險做著周密的準備。大清算的日子,正在一步步逼近。不是不報,時...
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中國抵制H&M的事件鬧得沸沸揚揚。這顯示出跨國企業面對中國時的困境。隨著中國日益回歸原教旨主義,全民粉紅化,跨國企業必須面臨的選擇是:要麼徹底給中國跪下,成為中共收編的國際企業;要麼站著離開,為了自己...
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現在的中國正在變得越來越像伊朗,變成一個政教合一的國家。中國最高領袖的一系列政治、經濟、社會的改革,都在加速中國伊朗化的進程。走上民族主義和宗教狂熱中國,肯定會和周邊產生越來越多的矛盾和衝突,這反過來...
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中國樓市“房價熱、地價冷”的問題令人擔憂。整個中國經濟過去都是依靠房地產來拉動的。如果現在房地產不再能夠拉動消費,那麼中國經濟的增長將會逐漸失速。當中國經濟既失去了房地產,也失去了消費,那麼中國經濟和...
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最近,經濟數據反彈和股市回調同時出現。這就好比一個把藥當飯吃的人,因為身體略有好轉而突然停藥會造成病情反復,這也就是造成現在“復蘇型熊市”的根本原因。但在短期的反復震蕩之後,利率正常化的趨勢是不可避免...
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中國政府發佈的一號文件當中對於農村工作有非常多的規劃和指導意見,同時,中國的政府也宣佈農村全面脫貧。從農村脫貧到一號文件,它們之間有什麼樣的聯繫呢?其實,中國政府是希望推進“農村的結構性改革”,回到人...
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2021年,全球通脹成為熱門財經話題。現在經濟復蘇的速度,追不上通脹的速度,通脹的速度,又追不上通脹的預期。這會造成一系列的問題。當通脹來到,利率上升的時候,中國經濟將會出現重大的震蕩。安穩的日子越來...
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中國目前南北區域經濟的差距在不斷拉大。歷史上長期存在的南北經濟雙元結構,可能被新的模式取代。在南北對立、內陸小農文明和東亞海洋文明的對抗過程當中,南方在經濟上逐漸處於統治地位。隨著南北模式的改變,中國...
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最近,北京舉行了華國鋒的紀念活動,這是最高領袖用來進行政治維穩、團結黨內的原教旨主義派的方法。這從側面說明,中國高層的內鬥日趨激烈。劇烈內鬥之下,酷吏治國和割據亂世即將到來。中國歷時700餘年的元明清...
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雖然現在中國政府力推“房住不炒”,但是實際上一線城市的房產依然是中國內地最能保值的資產。不過,在這一切的背後,意味著中國的區域經濟分化。在未來數年,一線城市和其他城市居民的財富差距將會是全方位的。並且...