别以为通胀会一直明显高于市场预期，摩根士丹利预计CPI可能还会放缓。美联储也不会急于收紧政策以控制通胀，尤其是就业和零售数据还差强人意的时候。让“子弹再飞一会儿”。
“美国木材猛涨，价格狂涨两倍”“美国是否会重演1970式大通胀？”……近期，美国正走向高通胀的消息铺天盖地，市场也基于这种预期反复炒作周期性板块。
美联储已明确表示，相比于通胀数据，他们更关注通胀预期。当前，市场对于美国未来一年的...
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