摘要:虽然美国通胀已经创四十年来的新高,但市场对美国通胀的持续性仍有分歧。那么,到底如何看待本轮美国通胀背后的逻辑与走势?去年前三季度当美联储和市场坚称通胀是暂时的时候,我们坚定看多美国通胀;去年底当市场判断美联储可能存在“虚张声势”和“联储看跌期权”时,我们提示市场低估了美联储抗通胀的决心以及宏观波动将因此加剧;虽然美国通胀已经创四十年来的新高,但市场对美国通胀的持续性仍有分歧。那么,到底如何...
Source Link中金点睛2022-02-21
摘要:虽然美国通胀已经创四十年来的新高,但市场对美国通胀的持续性仍有分歧。那么,到底如何看待本轮美国通胀背后的逻辑与走势?去年前三季度当美联储和市场坚称通胀是暂时的时候,我们坚定看多美国通胀;去年底当市场判断美联储可能存在“虚张声势”和“联储看跌期权”时,我们提示市场低估了美联储抗通胀的决心以及宏观波动将因此加剧;虽然美国通胀已经创四十年来的新高,但市场对美国通胀的持续性仍有分歧。那么,到底如何...
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