Diterjemahkan otomatis dari aslinya · Baca versi asli (English)
Saya mencoba menyelaraskan sikap 'transitory' The Fed sebelumnya mengenai inflasi dengan angka IHK terbaru. Rasanya kita terus-menerus mendengar tentang inflasi yang lengket, tetapi kemudian juga argumen mengapa inflasi akan turun. Apa yang saya lewatkan dalam menghubungkan titik-titik ini ketika melihat laporan $CPI dan reaksi pasar?
Yeah, it's a tough one. I think a lot of the 'transitory' talk was based on specific supply chain issues they thought would resolve quickly, but other factors like wage growth and energy prices have proven more stubborn. It's almost like there are different types of inflation at play.
It's not just you. The 'transitory' narrative didn't age well, and now the arguments for softening inflation often hinge on lagging indicators or wishful thinking about supply chain normalization. The market seems to be pricing in continued stickiness, despite the Fed's commentary.
Traderforum · Bahasa Indonesia