每周简要说明：2024-08-16 周五

经济学：首先，已经犯了政策错误：问题是它将造成多少损害。 Second, looking at stock and bond markets together—stocks flat, long bond yields down by 0.4%-points—over the past three weeks strongly suggests that the marginal traders in the markets see (a) a much weaker underlying economy, but (b) accompanied by rate cuts large and fast enough starting in September to hold discounted future profits (if not production and employment) harmless:Joe Weisenthal: ‘The fact that markets have done so well, in the面对扎实的经济数据，进一步证明了日元一周前一周的贸易故事是一只牛排。投资者的风险（也许不像我们想象的那样急剧？）是经济衰退/政策错误的前景……

经济学 ： 首先，已经犯了政策错误：问题是它将造成多少损害。 Second, looking at stock and bond markets together—stocks flat, long bond yields down by 0.4%-points—over the past three weeks strongly suggests that the marginal traders in the markets see (a) a much weaker underlying economy, but (b) accompanied by rate cuts large and fast enough starting in September to hold discounted future profits (if not production and employment) harmless: Joe Weisenthal ：‘面对扎实的经济数据，市场做得很好，这进一步证明了日元一周半以前的日元贸易故事的证据。投资者的风险（也许不像我们想象的那样严重？）是经济衰退/政策错误的前景…… https://twitter.com/thestalwart/status/1824150707664195886 >

请注意，这种焦点的变化比应该发生的时间晚了一年：

John Auther ：三个是一个神奇的数字：‘（过去一年中）的标题消费者价格通货膨胀率下降到3％以下… 魔术号码 https://public.hey.com/p/shuwt85xxwmysevgdkbz4pgz 这次大选中经济政策的利益： Rick

https://public.hey.com/p/shuwt85xxwmysevgdkbz4pgz

这次大选中经济政策的利益：RickRick