索罗斯亲密战友警告：拜登万亿刺激可能带来毁灭性打击

财经自媒体2021-07-24

“这是我职业生涯中见过的最大泡沫！” 在谈到美国民主党人力推的几万亿美元基建方案未来有何影响时，上世纪90年代携手索罗斯狙击英镑的对冲基金大佬Stanley Druckenmiller这样说。民主党议员目前寻求同步推进两个方案，一是1.2万亿美元的基建案，二是3.5万亿美元规模有关育儿、教育、医保等扩大社会安全网的所谓人力基础设施方案。基建案有望近几日完成最终文本，可能最快下周一，参议院就会启动...

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Eck
2021-07-25
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墨子魔神
2021-07-24
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Druckenmiller这样说。\n民主党议员目前寻求同步推进两个方案，一是1.2万亿美元的基建案，二是3.5万亿美元规模有关育儿、教育、医保等扩大社会安全网的所谓人力基础设施方案。基建案有望近几日完成最终文本，可能最快下周一，参议院就会启动辩论。而Druckenmiller认为，民主党的这两个基础设施方案最终会伤害美国最贫穷的那些国民。\n他解释说，美国经济已经经历了“史上最陡峭”的V形复苏，疫情后的探底反弹相当于上世纪大萧条后十年间取得的复苏水平。问题在于，在经济完成复苏后，美国国会又为抗击新冠疫情批准了投入将近6万亿美元的资金。通胀在加速回升，一些企业又无力雇用低收入劳动者，这是经济刺激的副产品。\nDruckenmiller指出，过去100年间，资产泡沫和通胀已经制造过规模名列前茅的一些经济危机。他打比方说：“通胀是穷人无力承担也无法避免的税赋。”\n他认为，任何旨在解决问题的新增政府刺激支出都不复存在。\n\n 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索罗斯亲密战友警告： 拜登万亿刺激可能带来毁灭性打击

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索罗斯亲密战友警告：拜登万亿刺激可能带来毁灭性打击