此外长期还需考虑债务_老虎社区_美港股上老虎

Hero_9965
2021-06-04

此外长期还需考虑债务因素。去年底全球累计债务超281万亿美元，美国企业债超30万亿。债务规模决定利率无法大幅抬升。TFP停滞决定企业盈利将保持极低增长，偿债能力严重不足。未来大概率会进行新一轮债务货币化，需要较强的通胀消化债务泡沫

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