中金：如果美国通胀环比转负，如何配置资产？

智通财经网2023-01-07

美国通胀环比可能转负，助力春季行情兑现1月12日（下周四）将公布美国12月CPI数据，我们预测总体通胀环比增速转负（中金大类资产-0.2%，市场一致预期0%，克利夫兰美联储0.12%，前值0.1%）。总体通胀下行主要受汽油价格大幅下跌影响。如果预测兑现，本月通胀数据将是美国通胀连续第3个月超预期下行，也是疫后三年通胀环比增速首次明显进入负值区间，可能有助于提振宽松预期与风险情绪，美债、黄金、成长...

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kong1234
2023-01-08
kong1234
6
- Paulyang:
  赞一个
雅牛
2023-01-08
雅牛
這篇文章不錯，轉發給大家看看
Linda2240
2023-01-07
Linda2240
[微笑]
- Linda2240:
  [微笑]
hangyuliang
2023-01-07
hangyuliang
[微笑]
- hangyuliang:
  [微笑]
yuliang559
2023-01-07
yuliang559
[微笑]
- yuliang559:
  [微笑]
liuxiangwei
2023-01-07
liuxiangwei
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- liuxiangwei:
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