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斗通胀,美联储算的是“政治账”

雪涛宏观笔记2022-09-24

作者:向静姝、宋雪涛美联储的挑战和其他央行一样,都是如何控制一个无法控制的东西——通胀。今天大多数的美国通胀都是由供给原因所产生的,这些原因包括但不限于:能源和食品供应短缺,战争和地缘政治导致的供应中断,贸易规则冲突导致的全球供应链重构,以及长新冠(long-covid)和老龄化导致的劳动力缺口等。而这些因素对于利率并不敏感。今年6月,旧金山联储的研究《How Much Do Supply and...

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Comment14

  • 康康的
    ·2022-09-25
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  • 老八公
    ·2022-09-25
    OK
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  • 雨点尔
    ·2022-09-25
    謝謝分享
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  • 雨点尔
    ·2022-09-25
    謝謝分享
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  • Fattkhong
    ·2022-09-25
    [惊讶] 
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    • Fattkhong
      [流泪]
      2022-09-25
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  • 我好方
    ·2022-09-25
    如果目標是通脹,去年下半年就開始加息了,爲什麼拖到今年3月?答案只有一個,爲了和中俄的經濟戰,在你們經濟最脆弱的時候,猛然提高加息預期。其他的小弟也順便唄割了一把。每一次大週期都是政治賬
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    • agnis chye
      对啊,本应该在去年就的加息,美国自私自利为了贸易战延缓到今年,但没想到反效果。
      2022-09-25
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    • imath60
      加油
      2022-09-25
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    • 养狼人
      h
      2022-09-25
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    View more 2 comments
  • HCBICE
    ·2022-09-25
    [财迷] 
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  • JWZ137
    ·2022-09-25
    Wow 
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    • Paulyang
      赞一个
      2022-09-25
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  • Sunc
    ·2022-09-24
    ok
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    • Sunc
      ok
      2022-09-24
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  • Yoongc
    ·2022-09-24
    ok
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    • Yoongc
      ok
      2022-09-24
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  • ho
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  • bref
    ·2022-09-24
    同意,通脹只是加息的藉口
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  • 老八公
    ·2022-09-24
    OK
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  • 俊霖
    ·2022-09-24
    [微笑] 
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    • 俊霖
      [微笑]
      2022-09-24
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