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X·宏观· Brad Setser (@Brad_Setser)·· 6 天前AI 评分9

The Journal story suggested that rapid debt growth was somehow leading to export dependence (I…

The Journal story suggested that rapid debt growth was somehow leading to export dependence (I…

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The Journal story suggested that rapid debt growth was somehow leading to export dependence (I guess b/c exports and debt are both going up) -- but I think that is a bit confused. Exports are up b/c property lending and property investment tanked (1) and because the real

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