刚才查汇率,虽然中国经济形势严峻,但是人民币兑欧元(图一)和日元(图二),却在大幅升值,一年升了近20%。原因是欧洲和日本都实行负利率,现在美国大幅加息,它们只有跟着加息,国内经济几乎肯定衰退。它们都是美国的盟友,到头来,美国为了解决自己问题,就把通货膨胀输出给它们。
https://twitter.com/ruanyf/status/1538080909672710144
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