“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...
Source Link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...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Terms and Conditions·Privacy Policy
Company: TTMF Limited. Tech supported by Xiangshang Yixin.
Email:uservice@ttm.financial