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中泰证券首席经济学家李迅雷在公众号发布政府工作报告解读,他认为,目前货币政策空间大于财政。抗疫特别国债和增发国债的规模之和也就2万亿,不会给金融市场造成多大的“挤出效应”。 此外,目前某些期限的存款利率和市场利率之间已经出现了“倒挂”现象,适度下调存款利率恐怕也为期不远了。

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