市场可能正在低估美国长期的通胀风险。德意志银行一份最新研究报告指出,尽管关键的通胀预期指标表面上保持稳定,但深入分析揭示市场对未来通胀的真实担忧已接近十年来的最高水平,这背后与关税威胁及对美联储独立性的担忧紧密相关。 华尔街见闻文章显示,美国6月核心CPI连续5个月低于预期,市场通胀预期指标也显得相对温和。德银分析指出,近期,衡量市场长期通胀预期的关键指标——5年期、5年期远期盈亏平衡通胀率(...
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