当前油价冲击与2011至2014年那轮高油价周期存在本质差异是,页岩油行业对价格信号的响应能力已大幅弱化,美国经济曾经最重要的供给侧缓冲机制实际上已不复存在。据追风交易台,瑞银经济学家Arend Kapteyn在3月19日的报告中指出,尽管2011至2014年间布伦特原油均价约为每桶110美元(折合目前价格约145美元,较当前现货价格高出约23%),彼时美国GDP增速仍维持在2%以上,但关键原因...
Source Link当前油价冲击与2011至2014年那轮高油价周期存在本质差异是,页岩油行业对价格信号的响应能力已大幅弱化,美国经济曾经最重要的供给侧缓冲机制实际上已不复存在。据追风交易台,瑞银经济学家Arend Kapteyn在3月19日的报告中指出,尽管2011至2014年间布伦特原油均价约为每桶110美元(折合目前价格约145美元,较当前现货价格高出约23%),彼时美国GDP增速仍维持在2%以上,但关键原因...
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