目前美国股市等风险资产出现大幅回撤,这不会是个短期现象,预计会向全球传导,这会加剧市场流动性的回落。这种情况下美联储的加息窗口又再次临近,预计国际流动性将从周期高位回落,这对全球性的流动性泡沫显然是一个威胁,很容易形成风险资产价格回落与流动性降低的循环状态,这对风险资产投资是不利的。
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