主题:【原创】通往2012的船票 -- 万里风中虎
in the end, financial asset bubbles (stock and real estate) keep on popping up while the ever-increasing lending rates chokes off productive production investment.
This will result in further reduction in effective supply and further inflation--> further pressure to increase lending rates to constrain money multiplication.
This is an evil spiral.
That's why I think cut on the capital inflow is a better way. China needs to use the depreciating USD reserves to buy up more physical stuff to cure the domestic inflation--inflation can be depressed with more physical resources, not monetary resources.
美国人在这个问题上步步紧逼--just a deja vu of 1970s. It did the same thing against Germany in exactly the same pattern. Chinese elites should know that LONG time ago.
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🙂美国人在这个问题上步步紧逼 20 西瓜子 字460 2010-11-05 06:24:57
🙂一边是更多的资金流入中国,一边是物价飞涨逼迫TG加息,
🙂del 6 西瓜子 字3 2011-03-08 07:06:54
🙂已经知道怎么规避遗产税了 125 葡萄 字0 2010-11-04 21:27:56
🙂以信息技术为先导的新技术革命 2 skydrive 字57 2010-11-06 02:55:34
🙂只记得当初葡萄说美国军方拿个什么技术出来都是举世无双的 1 鹦鹉 字321 2010-11-04 23:41:53