Joe McCann 借美银数据警示中国出口激增或向外输出通缩
The next China shock may not stay in China. China's domestic economy is struggling, but its export machine is running at full speed. @BankofAmerica's ...
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Joe McCann 引用美银 Hartnett 的数据称，中国出口同比激增 36%，高科技出口大增 63%，但内需疲弱使工业产能愈发依赖海外买家消化。他认为这带来向外输出通缩、挤压全球企业盈利的风险。
来源：@joemccann · x.com