中泰策略罗文波认为,全球市场呈现三国演义,中美两个主角、欧日两个看客局面。中美各自演义,但欧日处境类似,货币不停放水却只能成待宰羔羊。中国居民加杠杆是抵御欧日流动性困局最重要力量,前者力度减弱或引致全球流动性重新收缩。
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