Raoul Pal 称,决策者下一个关键步骤是避免年底的资金紧缩。预计会出台几项“临时”措施来增加流动性,最有可能的是定期融资和常备回购工具(SRF)操作。债务必须展期,政府希望在中期选举前让经济过热。总之,流动性将会席卷而来。
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