2009 一片废墟,2010,2011 岁月静好 => 2015 考虑缩表,股市一哆嗦,继续Helicopter money => 2018 我们真的要缩表了,股市崩,川普:不降息就滚蛋,继续Helicopter money => 2020 新冠来了,无线QE!Helicopter money => 2022 inflation is not transitory, FED balance sheet at 9 trillion, interest rate historical low, we need to increase the rate and reduce balance sheet to fight the inflation