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这次经济危机深度长度烈度,都会超过2000和2008那两次

 
波及行业更广泛:2000年主要只是科技企业,2008年主要是房地产坏账带来的金融业崩溃,所以当年的延续时间也就1年左右触底,很快回复缓慢增长。这次,将会是所有行
业。

情绪:在2000年和2008年的两次危机前,普罗大众散户们,没有去年底今年初这么自大疯狂。

全球化:2001年是加速全球化的元年(2001年中国加入WTO),有巨大的增量市场,同
时当年的美国遥遥领先于其他所有国家与联盟。

最后的荣光:2008年,当时的美国,依然较大差距地领先于其他各国,并成功地吸血整个欧洲。

但是到了2022年,显然,美国遇到自己独立建国240多年来,最强大的全维度对手-中国。美元体系的全球央行地位,已经时移势易,被挤压萎缩。

所以,这次危机可能接近于1929-1932年的那次危机,当年为时近3年,最低从高点跌掉了90%。

去年2021年通胀率是5-6月份翘起来的,如果没有今年3月份原油价格猛涨,预计9-10月份的同比通胀率会缓和下来,降到5%以下。
但年初房租涨,3月份原油涨,预计5-10月份中国各城市不同封城会带来全球工业品供
应成本再大涨,产业链转移到其他第三世界国家也降不下成本,人民币欧元日元汇率贬值已经没多少空间。接着,今年底明年初,美国中低端基础人工费,肯定还再涨一波。由于美元过度放水,这些涨上去的价格,极难降下来。如此,可能会带来滚动式通胀,预计,到2023年5月份后的明年下半年,通胀率还依然处于8%以上,未来两年里通胀率
最高值肯定超过12%。

穷尽一切政治财经手段后,现在看来,
1,要么基础利息升到8%,10yr国债收益率到达13%-15%左右,对应的30年固定利率贷
款(30 YR FIXED)至少是16%-22%,大幅度缩表;
2,或者要么放任美元汇率贬值,带来世纪大滞胀;
只能二选一。

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