居民举债仍快,货币依旧中性——9月金融数据点评。我们估算9月末居民部门总负债为44万亿,占GDP的比重达到55%,占居民可支配收入比重已经接近100%。且央行二季度货政报告中指出,随着去杠杆深化和金...
Residents are still borrowing fast and money remains neutral - Comments on financial data in September. We estimate that the total liabilities of residents at the end of 9 is 44 trillion, accounting for 55% of GDP, accounting for 100% of the total disposable income of residents. And the two quarter of the central bank's cargo policy report pointed out that with the deepening of deleveraging and gold...