🔥 Breaking! Closed-door discussions in China's policy circle: "At least a 50 basis point rate cut" is now on the table! 💸马斯克概念小奶🐶p.u p.p.i.e.s祝您新年快乐，来聊聊
Recently, a high-level closed-door meeting released a significant signal: several committee members and experts are calling for an "overall rate cut with a substantial margin" this year, with at least 50 basis points or more! At the same time, fiscal efforts should also be increased, with a deficit rate not lower than last year, and an expansion of national debt issuance.
💥 What does this mean?
If the suggestion is adopted, a new round of "liquidity injection" may already be on the way! More liquidity is expected to flow into the market, stabilizing real estate, boosting investment, and promoting consumption, and it may even spill over into the risk assets sector.
🔄 Combining recent trends, policy coordination strengthening + expectations for rate cuts and reserve requirement reductions are warming up, and the market liquidity environment is expected to gradually loosen. Smart money often positions itself early; historical experience tells us: in the early stages of liquidity easing, it is often a period of accelerated discovery of quality asset values.
⚠️ However, policies still need to be tracked for implementation, but the signal is clear: stabilizing growth and broadening monetary policy has become a consensus mainline. Stay alert, be prepared, and don’t wait until the water comes before looking for a boat!
#货币政策 #降息 #流动性 #宏观信号 # Global tech stocks sell-off impacts risk assets