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11月,虽然对“无就业复苏”和“新常态(New Normal)”的担忧有增无减,虽然有迪拜世界违约、墨西哥评级遭降、希腊和爱尔兰债务违约保护成本大幅飙升等突发事件和负面消息,但全球主要经济体的众多经济变量和金融变量继续显示改善迹象,各国央行的言辞举措也显示出“非常规举措”的退出步伐日益临近。好消息和坏消息的错综复杂,就如同冷、暖流交汇引起天气变化一样,意味着我们正处在全球经济和资产价格重要的变化期。
Despite the unabated concerns about “employmentless recovery” and “New Normal” in November, despite the Dubai World default and the downgrade of Mexico, the cost of debt default protection in Greece and Ireland soared And other emergencies and negative news. However, many economic variables and financial variables in the world’s major economies continue to show signs of improvement. The rhetoric of central banks in various countries also shows the withdrawal of “unconventional measures” is approaching. The intricacies of good news and bad news are just as varied as cold and warm currents, which means we are in a period of significant change in the global economy and asset prices.