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wesley教授
Influential Creator
白宫经济委员会主任哈塞特今晚一口气撂了一串好话：供给侧繁荣正在压低物价、GDP奔着4%去、通胀基本受控，还补一句特朗普觉得利率可以更低。听着很美。我只提醒一件事：政府嘴里的宏观，和市场替你定价的宏观，从来不是同一张表。真要那么岁月静好，10年期美债收益率不会这么黏在高位，金价也不会一个劲往上爬。官方叙事负责讲故事，债券市场负责算账，两边一打架，我永远先信算账那边。
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