破7奔8？美国通胀还能超市场预期多久？

川阅全球宏观2022-03-11

2022年2月美国通胀数据刷新40年来新高，CPI同比增7.9%（预期7.8%）、核心CPI同比增幅6.4%（持平于预期）。数据发布后10年期美债利率跳升5bps，险些站上2%。2020年三季度以来，供需两侧的扰动使得美国通胀持续超预期，2022年开年意外因素又增多，乌克兰危机、美欧对俄制裁引发原油等大宗商品的暴涨。如此看来，后续美国通胀超预期概率依旧较大，根据我们的模型，极端情况下，如油价维持...

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Comments

  • 神话者
    2022-03-12
    神话者
    [微笑] 
  • Sen001
    2022-03-11
    Sen001
    [疑問] 
  • 389
    2022-03-11
    389
    沒搞懂，通脹有什麼可怕的，新冠美國人都當沒事似的
  • 谷岳HZ
    2022-03-11
    谷岳HZ
    nice
  • zh2021
    2022-03-11
    zh2021
    [微笑] 
  • tummybiased
    2022-03-11
    tummybiased
    贊👍
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