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相对于目前市场普遍认为了美国年内降息3次的预期,摩根大通直接给出了自己的观点:美国利率可能超过8%。试想一下,如果美联储真的把利率提高到8%,那将会变成怎样的一个世界。 全球大宗商品价格暴跌、全球股市暴跌、全球债市暴跌、全球货币市场对美元汇率暴跌、大量中小国家陷入危机、局部冲突甚至演变成热战,紧接着全球性的大萧条。

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