Soaring 12%, M2 data set a record, the stock market and housing prices, there is always one to rise

time:2023-01-30 04:49:25source:chakarski.com author:Garbage
Soaring 12%, M2 data set a record, the stock market and housing prices, there is always one to rise

Recently, our currency data for July came out. On the one hand, M2 increased by 12% year-on-year, setting a record for nearly 5 years, maintaining a high growth rate. On the other hand, the increase in the scale of social financing was 756.1 billion yuan, which was 319.1 billion yuan less than the same period of the previous year. In fact, for such a situation, everyone should feel it in real life: more and more people are repaying their loans early, fewer and fewer people are taking loans to buy houses, and they have to receive 2-3 loan calls every day! This shows that there is no shortage of money, but the willingness to borrow. After all, what can you do with a loan? Without a good project, everyone will not do a loss-making business. There was no change in monetary policy throughout June and July. On the contrary, MLF continued to shrink the volume and recovered a lot of liquidity. Therefore, the decline in social financing is expected, but the monetary data is bursting, which is amazing. M2 has reached a growth rate of 12%, which should be the highest value in recent years. These currencies, either idling in the financial system or flowing into the capital market. Therefore, housing prices and the stock market, always choose one. The real estate market, I think the smallpox has arrived, has been relaxed for more than a year, and there is no improvement, so there is only one answer. I have already chosen the stock market, everyone is free.
Related content