美联储又踩了通胀的雷

格隆汇2022-06-11

2021年以来，美联储接连在通胀上踩雷，本预期在5月继续回落的美国CPI，却意外回升。如我们此前的估计，2022年下半年通胀仍将是潜在的风险。5月超市场预期的数据下，通胀在年中回落的梦破碎了，那么，如何理解这对后续美联储货币政策和美国经济的影响呢？通胀越高，衰退越快。背后的逻辑在于美联储只能通过快速加息来压制通胀，后续加息会更猛，美联储的决心也将更大，而这将抑制需求，对美国经济形成压制。从数据上...

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Comments

Ysw16888
2022-06-11
Ysw16888
啊
zh2021
2022-06-11
zh2021
[微笑]
LynL
2022-06-11
LynL
Thanks

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