通胀下的美国：消费者与企业如坐针毡，股债市场闲庭信步

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通胀下的美国：消费者与企业如坐针毡，股债市场闲庭信步

新浪财经2021-07-28

美国企业和消费者对物价上涨压力感到担忧不已盈亏平衡通胀率基本持平，科技股跑赢周期股无论白宫、消费价格数据，还是业绩电话会议，对通胀拖累经济的担忧无处不在。只有两个地方例外，就是股票和债券市场，投资者们似乎真的相信了鲍威尔的通货膨胀“暂时论 ”。尽管通胀率已经达到逾十年高位，但衡量债市通胀预期的指标————盈亏平衡通胀率————过去一个多月来几乎没有变化。与此同时，被认为容易受到物价压力回升...

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kohhweelee00
·2021-07-28
[呆住]
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WWW1234
·2021-07-28
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53570b80
·2021-07-28
焦灼
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moming4426
·2021-07-28
good
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