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美国通胀,有点70年代的味道

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
美国通胀,有点70年代的味道

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