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央行不只是印钱!降息、当最后贷款人,都是它救经济的招
Sou Hu Cai Jing· 2025-09-26 06:54
Economic Situation - The local economy is experiencing a significant downturn, with businesses like tea shops seeing a drastic drop in sales and factories operating at reduced capacity [1] - There is a noticeable lack of consumer demand, leading to a halt in production and a rise in unemployment [4][6] Policy Responses - The central bank and finance ministry have opted for Keynesian policies to stimulate demand, emphasizing the need for government intervention to avoid prolonged high unemployment [6] - The central bank has implemented a 50 basis point interest rate cut, which has led to a positive market response, encouraging investments and consumer spending [11] Banking Sector Challenges - There is a concerning trend of increased bank deposits as residents choose to save rather than spend, which could lead to a vicious cycle of reduced consumption and further economic decline [7] - The banking sector is facing operational difficulties due to low loan demand, impacting their ability to generate profits [7] Monetary Tools - The central bank is utilizing various monetary tools, including interest rate cuts and open market operations, to inject liquidity into the economy and stabilize banking operations [12][14] - The reserve requirement ratio is highlighted as a critical tool for managing the money supply, with potential adjustments having significant implications for market liquidity [14] Long-term Strategies - The central bank is cautious about using unconventional tools like quantitative easing, recognizing the potential long-term risks associated with excessive liquidity [17] - It is acknowledged that while monetary policy can address immediate liquidity issues, fiscal policy is essential for directly boosting consumer demand and economic activity [20]
情绪观察28:股市中凯恩斯和哈耶克
猛兽派选股· 2025-04-18 04:59
可能凯恩斯的意思是极力把行情导向一个上升中继,形成快速反弹之后的浅回调,这样就演变成强势攻击姿态,然后再次点燃市场情绪。这种可能是存在 的,在30~60分钟级别,看下图: 就看图中A和B两个震荡区间的构造过程,如果以这种横盘方式延续几天,那么后续在这个级别的向上突破大概率要发生。多数震荡要来回三次,目前已 经在做第二次返回了。 科创综指和深证综指也都是这样的结构。上证则略有不同,有一个15分钟级别的顶背离,当然顶背离本身是指向回调的: 所以,总结来看,在凯恩斯的努力下,有可能当前的回调幅度不会很大,映射到强势股中,就是小幅缩量回撤的3C构造,导入基底右侧。 当然,这样是最好的安排。 情绪指标10周期进入沸腾区域,按照极点多反转的规律,暂时仍然很难继续上行,能维持窄幅震荡格局已经是比较好的结果了。 只能说短期情绪维护得很好,全靠凯恩斯护盘,而哈耶克的自然力量明显在冷却。 怎么说呢,广义来看,其实干涉也是自然力量的一部分,对于一个混沌系统,边界到处是干扰因子,至于是何种因子来干扰,是蝴蝶来扇一下翅膀,还是 麻雀来扇一下翅膀,其实并无差别。 今天看样子是继续缩量,银行在扛,大多数个股继续回调。 ...
哈耶克理论争议:市场失灵与公平挑战的辩析
Sou Hu Cai Jing· 2025-04-05 17:08
Group 1 - Friedrich Hayek is recognized as a significant liberal economist and political philosopher, whose theories have been subject to critique and discussion [5][6]. - Critiques of Hayek's views highlight the existence of market failures, such as monopolies, information asymmetry, and externalities, suggesting that government intervention can help address these issues [5][6]. - Empirical studies indicate that a completely free market may lead to widening income disparities, with successful examples of welfare state models in Nordic countries demonstrating the importance of government in social redistribution [6][7]. Group 2 - The provision of public goods, such as education, healthcare, and infrastructure, cannot solely rely on market mechanisms, necessitating effective government intervention [6][7]. - Historical economic crises serve as evidence of market failures, reinforcing the argument for government regulation and oversight [5][6]. - To strengthen arguments regarding Hayek's theories, it is essential to reference factual data, case studies, and authoritative citations, enhancing the overall persuasiveness of the discussion [7].