现在经济状态非内生增长,而是政策派生增长,股市追随政策及政策相关预期,而非景气,但景气度也会在政策变化后迅速变化。欧元区的危机将会在10月份明显改观,通胀也将会脱离高位,四季度将出现2009年7月以来最重要反弹。 Now that the economy is not endogenous growth, but derived from the growth of policies, the stock market to follow policies and policy-related expectations, rather than the economy, but the economy will change rapidly after the policy changes. The crisis in the euro area will see a significant change in October and inflation will also be out of highs. In the fourth quarter, the most important rebound will come from July 2009.