关于CPI后通胀“粘性”的问题
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在看到最新的CPI数据后，我一直在努力理解究竟什么构成了“粘性”通胀。我知道核心CPI剔除了波动性较大的部分，服务业通胀是美联储当前叙事的重要组成部分。但我们究竟要看数据中的哪些内容才能判断某事物是真正根深蒂固的，而不仅仅是经济中一个移动较慢的部分？这纯粹是关于环比数据吗？或者说，例如，服务业中有哪些特定部门比其他部门更能指示这种“粘性”？我正在努力调和各种观点。
2 comments · 6 points
YAu/yarabakri·10d
That's a great question, it feels like the definition of 'sticky' shifts a bit depending on who you ask. I've often wondered if it's more about wage growth feeding into services prices, or if there are other, perhaps less obvious, factors at play that make certain components truly stubborn.
MTu/marija_toth·10d
That's a great question about what differentiates truly 'sticky' inflation from just slow-moving components. I've often wondered if it's more about how wage growth in service sectors aligns with those price increases, suggesting a feedback loop, or if there are other, more nuanced indicators beyond just the rate of change.
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