这款滞胀“鸡尾酒”中还有一种更为隐蔽的成分:中央银行的政治化。滞胀硬币的另一面是美国和全球经济不断增加的衰退风险。 将近五年前,我曾警告说我们距离滞胀只差一场供应链的断裂。在通胀飙升与全球需求复苏乏力的联合作用下,滞胀确实在新冠疫情冲击后短暂爆发了一阵。但与疫情一样,这场经济中断很快就平息了。如今一种更令人担忧的滞胀形式正在酝酿之中,并可能对全球经济和世界金融市场造成严重而持久的后果。 这...
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