时隔14年,当时的“适度宽松”货币政策之后,市场发生了什么变化

地平线全球策略
11 Dec 2024

货币政策时隔十四年再次提出“适度宽松”的表述,政策环境在发生重大调整。上一次类似表述出现在2008年全球金融危机(GFC)时期,当时中国实施了“4万亿”财政刺激计划,并通过大幅降准、降息和其他政策工具,为经济注入流动性。这一历史背景可以为当前政策转向提供一些参考框架。图:2008-2011年 "适度宽松 "货币政策时期的中国资产表现一、2008年发生了什么?回顾2008年,当时中国在短短三个月内将...

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