1月里,有两件事分别事关国内和国际全年运程,一件是佳兆业事件从违约到锁盘的发酵,或许成为中国房地产引爆金融风险的一个标志性事件,另一件是欧元区推出新版QE,揭开全球货币与贸易大战序幕。这让中国的货币政策进退两难,松紧升贬都很麻烦,要么影响外贸出口,要么危及资产价格泡沫……篇幅有限,余言再叙吧! In January, there were two issues concerning the annual domestic and international fares, one from the failure of the Kaisa event to the lock-plate fermentation. This may be an iconic event that detonated the financial real estate in China and the other is the Eurozone Launched new version of QE, unveiling the curtain on global currency and trade war. This makes China’s monetary policy a dilemma, ups and downs are very troublesome, or affect the export of foreign assets, or endanger the asset price bubble ... ... Limited space, I still speak again!