当初认为美联储超调会导致利率下降而竞价抬高长期美国国债的人，与现在因为衰退会迅速导致产能过剩而焦虑不安地考虑何时收回投资计划的人，是同一拨人。
The people who bid up the prices of long-term US Treasury bills in anticipation of interest-rate cuts when the Fed overshoots and triggers a recession are the same people who are now on tenterhooks wondering when to start cutting back on investment plans because a recession will soon produce overcapacity.