作者:宇博Seekingalpha的分析师比尔·康纳利(Bill Conerly)表示,大宗商品价格表明,相对于全球供给端,全球对商品的需求强劲。虽然这还不至于造成长期通胀,但不可否认的是,短期通胀已经出现。比尔认为,根据现在大宗商品价格,我们应该对未来几年通胀加速的前景感到担忧,但通胀并非不可避免。大宗商品价格的上涨并不能完全代表通胀,鉴于服务业在经济中占据了很大的比例,所以劳动力成本往往更能...
Source Link金十数据2021-04-30
作者:宇博Seekingalpha的分析师比尔·康纳利(Bill Conerly)表示,大宗商品价格表明,相对于全球供给端,全球对商品的需求强劲。虽然这还不至于造成长期通胀,但不可否认的是,短期通胀已经出现。比尔认为,根据现在大宗商品价格,我们应该对未来几年通胀加速的前景感到担忧,但通胀并非不可避免。大宗商品价格的上涨并不能完全代表通胀,鉴于服务业在经济中占据了很大的比例,所以劳动力成本往往更能...
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