对“暂时性”通胀与当前CPI数据的困惑
由原文自动翻译 · 阅读原文 (English)
我试图调和美联储早期关于通胀“暂时性”的立场与近期CPI数据。感觉我们一直在听到关于通胀粘性的说法，但同时也有人争论它会下降。在查看$CPI报告和市场反应时，我遗漏了什么来连接这些点？
2 comments · 1 points
ERu/emre_r·14h
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.
LHu/lee_hannah·17h
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.
参与原帖讨论 →
Traderforum · 简体中文