本文来自格隆汇专栏:梁中华宏观研究,作者:王宇晴、梁中华投资要点2月美国通胀延续温和,但因尚未完全反应油价冲击,因此参考意义不大。截至3月9日,美国汽油零售价已较两周前上涨20%,若此涨势延续或推升3月CPI环比0.5个百分点。后续油价中枢若出现大幅且持续性抬升,将显著增加“滞胀”风险,届时美联储政策重或更倾向于稳增长,降息窗口或不会关闭。2月美国通胀延续温和。2月美国CPI同比2.4%,核心...
Source Link本文来自格隆汇专栏:梁中华宏观研究,作者:王宇晴、梁中华投资要点2月美国通胀延续温和,但因尚未完全反应油价冲击,因此参考意义不大。截至3月9日,美国汽油零售价已较两周前上涨20%,若此涨势延续或推升3月CPI环比0.5个百分点。后续油价中枢若出现大幅且持续性抬升,将显著增加“滞胀”风险,届时美联储政策重或更倾向于稳增长,降息窗口或不会关闭。2月美国通胀延续温和。2月美国CPI同比2.4%,核心...
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