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Mingo投研
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美联储12月的降息板上钉钉,美国国债从35万亿到36万亿仅用了3个月,利息太高背景下,国债新高越来越快,还债压力也会越来越大,降温迫在眉睫!几乎无悬念!
抑制降息周期并不会太简单,最起码2025上半年可能都不会实现!非农就业和国债总额,将是最最关键的数据!
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