巨大变化出现！未来几年要好好存钱

Core Viewpoint - The current monetary policy has not led to inflation despite significant increases in the money supply, indicating a disconnect between monetary expansion and consumer price increases [1][3][6]. Group 1: Economic Indicators - In May, the Consumer Price Index (CPI) decreased by 0.2% month-on-month, while the Producer Price Index (PPI) fell by 0.4% month-on-month and 3.3% year-on-year, showing a lack of price increases in both consumer and producer levels [1][2]. - The broad money supply has increased from 200 trillion to 300 trillion over the past 4-5 years, indicating a substantial monetary expansion without corresponding inflation [1][2]. Group 2: Global Economic Dynamics - The trade tensions between China and the U.S. have disrupted the traditional economic model where China produces goods and the U.S. consumes them, leading to a structural imbalance in supply and demand [7][9][12]. - The imposition of tariffs has resulted in a surplus of goods in China, causing prices to drop and further weakening consumer spending [13][15]. Group 3: Consumer Behavior - Current government subsidies and consumption incentives are merely shifting future demand forward rather than creating new demand, as consumers with existing purchasing power are not incentivized to spend more [16][20]. - The wealth distribution issue is significant, as a small number of wealthy individuals hold a disproportionate amount of wealth, limiting overall consumer spending power [22][24]. Group 4: Investment Opportunities - Companies should focus on catering to the affluent consumer market, as there is potential for growth in luxury and high-end products despite overall economic stagnation [27][36]. - Exploring international markets for growth opportunities is essential, as domestic growth becomes increasingly challenging; companies should consider expanding into developing countries [37][41]. - In a deflationary environment, maintaining cash and investing in interest-bearing assets can be a prudent strategy, as money is expected to retain its value [43][44].