feng-pan 发表于 2010-10-17 05:38
594# xiaoyue10086

但是在随后的时间，尤其是年后公布的一系列数据，尤其是央行几次提高存款准备金率，都对市场波动产生剧烈的动荡

恩，其中一个原因应该就是你说的中国成为世界主要的经济体。  还有一个重要的原因是全球后危机时代经济增长结构的变化。

危机前，是欧美稳定增长，新兴市场快速起步发展。危机后，欧美都涨不动了，而且会长期的涨不动，整个全球增长的动力就转移到了新兴市场，这其中体量最大，需求最大的就是中国。  所以我们看到，危机后中国的宏观经济数据越来越强烈的开始影响国际市场，尤其是原材料市场，因为我们现在是最大的需求方。  如果大家留意一下澳币的情况就知道，现在中国经济数据对澳币的影响，比对A股的影响还大。

ectopic 发表于 2010-10-19 20:32

非主流書生 發表於 2010-10-19 19:12
When IT technology increased productivity significantly, there are more goods and services needed to be consume for the economy not slipping into recession.

Are you serious? You think productivity gain leads to recession?

Greenspan gave his famous speech of "irrational exuberance" in 1997. But some people argued that it was not bubble but properly reflected the fundamental increases in assets' potential future incomes. What should Greenspan have done at that time? Increasing the interest rate preemptively enough without clear signs of inflation?

I think Greenspan should have done nothing, at that time, before that time, and after that time. Just let the market determine price of money (interest rate).

ectopic 发表于 2010-10-20 07:12
641# 非主流書生  
As I clearly expressed, by nothing I meant price intervention. I did not talk about any of the garbage that you tried to put in my mouth. Why are you wasting time on silly word games?

xiaoyue10086 发表于 2010-10-20 19:17
653# feng-pan 慢慢来吧  不要着急   做外汇更累   基本上黑白颠倒   一定要保持旺盛的精力才行