不可能的三角

2022-06-05

各个城市所谓的救市就是不停的拉低底线，比谁的底线更低！但是本质没有改变，依然靠购房者的债务扩张，但是债务扩张有久期的硬约束制约，超过制约的政策完全无效，只能成为笑话。

08年联储就是买MBS，稳定市场流动性，避免全面崩盘。现在政府可以把市场中房子买下来做租赁用，恢复市场流动性，稳定价格。没有流动性价格是不稳定的，这是基本金融常识。否则死很多人的。但这里关键就是外储能不能扛住，这是个问题，如果扛不住就全完了。

流动性好，价格稳，债务久期约束，这是不可能的三角。这三个分别代表了市场，杠杆和信用。最终杠杆会被消灭，牺牲的还是购房者，而市场和信用是必须要保的，也不得不保[傲娇] [傲娇] [傲娇]

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

德才兼备
2022-06-05
德才兼备
！
一切太突然了
2022-06-05
一切太突然了
东想西想
- 大宗猎手:
  都是为了保住外储
紫香檀
2022-06-05
紫香檀
好
南宁樱花
2022-06-05
南宁樱花
👌🧚🏻‍♀️

发表看法

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