供给还是需求?美联储试图找出驱动高通胀的要害

智通财经2022-11-30

旧金山联储的分析显示,目前通胀更多是由需求驱动的,但其他研究表明很难区分通胀的驱动因素。根据美联储经济学家建立的新衡量标准,商品和服务的强劲需求可能正开始超过疫情和俄乌冲突造成的供应限制,成为推动美国物价的重要因素。从表面上看,这意味着通胀更有可能持续下去,即使疫情和战争造成的破坏逐渐淡出人们的视野,这也增强了美联储收紧政策以应对通胀的理由。但新的研究也包含了指向另一个方向的证据,说明了理清供需对...

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