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高善文:当前金融市场调整或于7月前结束,短期波动背后的若干事实值得注意

格隆汇2021-03-09

“疫情对于资本存量造成的打击和影响,很可能超过了劳动力下降所造成的影响。这意味着疫情结束后,全球制造品的价格中枢会上升……这至少在一段时间内会抬升全球通货膨胀预期,石油在其中的影响尤其重要。有合理的理由怀疑,长期通胀预期的上升,与石油等供应抑制的长期性可能有关。”—— 高善文从五个事实看本轮金融市场动荡我想补充的第一个事实是,美债收益率的上升并非独立现象,而是在全球主要经济体长端债券收益率普遍上升...

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